Paramount Settlement Planning, LLC
Paramount Settlement Planning, LLC is a Buffalo, NY-based B2B professional services firm that partners with personal injury law firms to deliver settlement planning, healthcare lien resolution, Medicare Set-Aside compliance, attorney fee deferrals, and trust and asset management for plaintiffs.
- Company typePrivate
- Founded-
- HeadquartersBuffalo, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Paramount Settlement Planning, LLC does
Paramount Settlement Planning, LLC (doing business as Paramount Settlement Advisors) is a Buffalo, New York-based limited liability company that provides professional settlement-planning services to personal injury law firms and the plaintiffs they represent. The firm operates as a B2B services provider, positioning its advisors as an operational extension of plaintiff law firms rather than as a software platform. Its integrated service line spans five core offerings: Settlement Planning (structuring lifetime, tax-free income streams for plaintiffs), Attorney Fee Deferrals (tax-favored distribution planning for contingent fees), Lien Resolution (strategic negotiation of healthcare liens to maximize plaintiff net proceeds), Medicare Set-Asides (compliance-oriented MSA administration), and Trust and Asset Management (long-term preservation of settlement assets).
The business model is professional-fee-based and quote-driven: each engagement is custom-scoped to the case's lien complexity, settlement size, and asset-management requirements, with multi-year contracts evident from the disclosed billing cadence. Revenue mechanics are not publicly disclosed and there are no standard pricing tiers. Go-to-market is enterprise field sales conducted directly with personal injury attorneys, supported by a 'Partner with Us' case-submission portal on the company website, attorney testimonials, a content blog, and an organic social presence across LinkedIn, Facebook, and Instagram. The company does not operate a productized SaaS platform, has no disclosed API or SDK, and core technology is 'Not disclosed'.
The firm's customer base is concentrated in New York State, with named testimonial clients in Buffalo, Hamburg, and Syracuse (Smith, Miner, O'Shea & Smith, LLP; Dan Chiacchia Attorneys, PLLC; Lewis & Lewis, P.C.; Feroleto Law; Allan Berger & Associates; DeMore Law Firm, PLLC; Kenny & Kenny PLLC; Levin & Perconti). All disclosed end-customers are personal injury law firms, indicating a single-vertical, single-region B2B motion. The firm is privately held, has no disclosed parent company, investors, subsidiaries, or M&A activity, and operates from a single disclosed headquarters at 1090 Union Road, Suite 230, Buffalo, NY.
Paramount Settlement Planning, LLC firmographics
Firmographics- Name
- Paramount Settlement Planning, LLC
- Legal name
- Paramount Settlement Planning, LLC
- Website
- https://planningisparamount.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Paramount Settlement Planning, LLC is a Buffalo, NY-based B2B professional services firm that partners with personal injury law firms to deliver settlement planning, healthcare lien resolution, Medicare Set-Aside compliance, attorney fee deferrals, and trust and asset management for plaintiffs.
- Ownership category
- akta.pro rank
Paramount Settlement Planning, LLC industry classification
Industry- Product category
- Legal Settlement Planning Services
- NAICS
- Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Personal Injury & Insurance Defense (BPAHAAAM)
- akta.pro secondary industry
- Claims Advocacy & Loss Recovery Services (FSAEADAH)
Keywords
Where Paramount Settlement Planning, LLC is headquartered
LocationHeadquarters
- HQ city
- Buffalo
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Paramount Settlement Planning, LLC business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Professional Services (Settlement Planning, Lien Resolution, Medicare Set-Asides): Paramount generates revenue through professional service fees for settlement planning, lien resolution, Medicare Set-Asides, and trust/asset management services provided to personal injury attorneys and their clients. The exact fee structure is not publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom professional services pricing based on case complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Paramount Settlement Planning, LLC product offering
Product offeringCore offering
Paramount Settlement Planning, LLC partners with personal injury attorneys to provide specialized settlement planning, healthcare lien resolution, Medicare Set-Aside administration, attorney fee deferral coordination, and trust and asset management services for injury plaintiffs. The firm acts as an extension of law firm operations, helping attorneys close cases while maximizing plaintiff net proceeds, protecting government benefits, and structuring lifetime tax-free income streams. Services are delivered through a Buffalo, NY-headquartered team of specialized advisors rather than a software platform.
Product overview
Paramount Settlement Advisors operates as a unified service offering rather than a software platform. The company provides an integrated suite of five core services: Settlement Planning (which structures settlements for lifetime tax-free income), Attorney Fee Deferrals (for favorable tax planning), Lien Resolution (for healthcare lien management), Medicare Set Asides (for MSA compliance), and Trust and Asset Management (for asset preservation). These services work together to provide comprehensive settlement support to personal injury attorneys and their clients, with advisors serving as an extension of law firms to close cases with confidence.
Differentiator
Problem solved
Functional benefit
Products and services
- Settlement Planning
Quantifiable outcome
- Reduces administrative burden on law firms by outsourcing lien reporting and resolution
Companies that use Paramount Settlement Planning, LLC
Customer profileNamed customers8 records
Segments2 records
Ideal customer profiles2 records
Paramount Settlement Planning, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Paramount Settlement Planning, LLC partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Paramount Settlement Planning, LLC competitors and assessment
Company assessmentBroad incumbents
- JG Wentworth: Large, established financial product company offering structured settlement purchasing and broader plaintiff finance — adjacent competitor with significantly larger scale and national distribution.
Direct peers
- Sage Settlement Consulting: Plaintiff-side structured settlement and special needs planning firm with related trust and asset management services — overlaps with Paramount on settlement planning and asset preservation.
- Berkshire Settlements: Settlement consulting firm providing structured settlements, MSA services, and lien resolution for plaintiff PI firms — directly comparable service mix and target customer base.
- Structured Financial Associates: Settlement planning and structured-settlement consulting firm serving personal injury attorneys with the same bundled advisory approach to closing cases.
- Ringler Associates: The largest US structured-settlement consulting firm serving plaintiff attorneys, offering settlement planning, structured settlement consulting, and case-funded financial services — directly comparable to Paramount's core settlement planning and structured annuity work.
- Amadeus Settlement Planning: Boutique personal-injury settlement planning and structured settlement firm providing very similar bundled services (settlement structuring, MSAs, lien resolution) to the PI bar.
- Synergy Settlement Services: Settlement planning firm serving plaintiff attorneys with structured settlements, lien resolution, and attorney fee deferrals — competes head-to-head with Paramount across nearly identical service lines.
- MAPS (Medicare Advocacy, Planning & Settlement): Specialized PI-side firm providing Medicare Set-Aside allocation, lien resolution, and settlement planning for plaintiff attorneys — a near-direct competitor to Paramount's MSA and lien resolution services.
- The Settlement Partners: Boutique consulting firm that supports PI attorneys with structured settlements, lien resolution, and Medicare Set-Aside coordination, very similar to Paramount's offering model.
Regional players
- Bowers & Company: Western/New York-based financial advisory and wealth management firm that overlaps with Paramount's trust & asset management and fee-deferral planning offerings for the same NY client base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Paramount Settlement Planning, LLC social profiles
Digital presenceParamount Settlement Planning, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
Paramount Settlement Planning, LLC leadership team
Management profileNumber of profiles
Paramount Settlement Planning, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Paramount Settlement Planning, LLC M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Paramount Settlement Planning, LLC
What does Paramount Settlement Planning, LLC do?
Paramount Settlement Planning, LLC partners with personal injury attorneys to provide specialized settlement planning, healthcare lien resolution, Medicare Set-Aside administration, attorney fee deferral coordination, and trust and asset management services for injury plaintiffs. The firm acts as an extension of law firm operations, helping attorneys close cases while maximizing plaintiff net proceeds, protecting government benefits, and structuring lifetime tax-free income streams. Services are delivered through a Buffalo, NY-headquartered team of specialized advisors rather than a software platform.
Is Paramount Settlement Planning, LLC a public or private company?
Paramount Settlement Planning, LLC is a private company. It is classified as unknown and is currently operating.
When was Paramount Settlement Planning, LLC founded?
Paramount Settlement Planning, LLC was founded in -1. It employs 1 to 10 people.
Where is Paramount Settlement Planning, LLC based?
Paramount Settlement Planning, LLC is headquartered in Buffalo, United States, in the North America region.
How does Paramount Settlement Planning, LLC make money?
One revenue line is on record: professional Services (Settlement Planning, Lien Resolution, Medicare Set-Asides).
Who are Paramount Settlement Planning, LLC's main competitors?
JG Wentworth is listed as a broad incumbent. Direct peers are Sage Settlement Consulting, Berkshire Settlements, Structured Financial Associates, Ringler Associates, Amadeus Settlement Planning, Synergy Settlement Services, MAPS (Medicare Advocacy, Planning & Settlement) and The Settlement Partners. Bowers & Company is listed as a regional player.
Does Paramount Settlement Planning, LLC have an API?
No public API is recorded for Paramount Settlement Planning, LLC.
What industry is Paramount Settlement Planning, LLC in?
Paramount Settlement Planning, LLC's product category is Legal Settlement Planning Services. Its primary akta.pro industry code is BPAHAAAM, Personal Injury & Insurance Defense, with a secondary code of FSAEADAH, Claims Advocacy & Loss Recovery Services. Its NAICS code is 5411 and its SIC code is 8111.