About Us

Balsam Settlement Management, LLC is one of the most recognized and respected names in the estate planning arena for seniors. Balsam Settlement Management, LLC offers cutting edge solutions and options for seniors. Whether it’s a life settlement, premium finance case we take the time to understand the intricacies of your situation and formulate a plan that works for you. Our team of advisors has the expertise, experience and dedication to attend to your specific needs and give you the guidance that you deserve. Our business model offers the best of both worlds. We treat our clients with hands on boutique style approach and have the infrastructure and capabilities of a large operation.