Paramount Settlement Planning, LLC

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.

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

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

• Settlement planning services
• Lien resolution services
• Medicare set-asides
• Structured settlement advisory
• Trust and asset management

Headquarters

HQ city

Buffalo

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core 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

Named customers8 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Broad 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

• Facebookfacebook.com/ParamountAdvisors
• LinkedInlinkedin.com/company/paramount-settlement-planning-llc
• Instagraminstagram.com/paramountadvisors

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Paramount Settlement Planning, LLC