Kaas Consulting Inc is a highly experienced settlement planning firm based in Irvine, CA. Led by founder Traci Kaas, the expert team provides comprehensive professional assistance to individuals going through financial transitions, ensuring their needs are met and their future is secure. With specialized training in financial transition, structured settlement consulting, and Medicare secondary payer regulations, Kaas Consulting is uniquely qualified to address the complex issues that arise during financial transitions.
The firm works closely with personal injury attorneys, estate planning attorneys, CPAs, and financial planners to offer informed decision-making and comprehensive settlement planning. By providing expert guidance for both the technical and personal aspects of financial transitions, Kaas Consulting empowers clients to move towards their envisioned financial future. With a mission to build trust and offer compassionate support throughout the entire financial planning process, Kaas Consulting is dedicated to achieving the highest standard of professionalism.
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