Kaas Settlement Consulting

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Newport Beach, CA
Kaas Settlement Consulting

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Structured settlement consulting for attorneys & settlement clients. Licensed in all 50 states. lnk.bio/kaas_settlements

11/03/2026

PSL season is here, and so is a little reminder that KAAS is not just for personal injury settlements. 🍂

Won the lottery? Received an inheritance? Sold a business? Experienced another sudden shift in your financial picture? Even the most positive financial events can come with real pressure, big decisions, and a lot of uncertainty about where to begin.

That's exactly where we come in. We help clients slow down, understand their options, and connect with the right professionals before any major decisions get made.

Seasons change. Financial transitions happen. We're here for all of it.

Visit the link in our bio to learn more.

KAAS Settlement Consulting provides settlement planning services. This content is for informational purposes only and is not legal or tax advice.

11/03/2026

PSL season is here, and so is a little reminder that KAAS is not just for personal injury settlements. 🍂

Won the lottery? Received an inheritance? Sold a business? Experienced another sudden shift in your financial picture? Even the most positive financial events can come with real pressure, big decisions, and a lot of uncertainty about where to begin.

That’s exactly where we come in. We help clients slow down, understand their options, and connect with the right professionals before any major decisions get made.

Seasons change. Financial transitions happen. We’re here for all of it.

Visit the link in our bio to learn more.

KAAS Settlement Consulting provides settlement planning services. This content is for informational purposes only and is not legal or tax advice.

10/30/2026

The KAAS Mystery Gang is on the case. 🐾👻

Sudden money can feel like a mystery. Where does it go? Who can you trust? What happens next? That is exactly the kind of problem our team shows up to solve every single day.

Happy Halloween from all of us at KAAS. Tiffany insisted on front and center and we let her have it.

From our team to yours, have a safe and spooky Halloween. 🎃

10/23/2026

KAAS is proud to sponsor the CAOC Convention.

Congratulations to this year's award recipients and honorees. The Consumer Attorneys of California do vital work supporting plaintiffs' attorneys across the state, and we're honored to be part of this event year after year.

November 12-15 | The Palace Hotel, San Francisco

Visit the link in our bio for more details.

10/16/2026

Your fall reading list just got better.

Traci's book, "What You Can Expect When Expecting a Settlement," was written to help attorneys and their clients understand the settlement process before the big decisions get made. It's completely free, and it's always a good time to pick it up.

Visit the link in our bio to request your free copy.

10/14/2026

If you are navigating your first structured settlement case, or your hundredth, these are worth knowing.

Structured settlement planning, attorney fee deferrals, and financial transitions are conversations that work best when discussed early. The attorneys who bring in a settlement consultant before the release is signed give their clients more options, more clarity, and a better foundation for what comes next.

Save this for a colleague navigating their first structured settlement case or share it with your team as a reminder of what early involvement actually makes possible.

Visit the link in our bio to learn more about how KAAS supports attorneys and their clients through every stage of the settlement process.

KAAS Settlement Consulting provides settlement planning services. This content is for informational purposes only and is not legal or tax advice.

10/09/2026

What a day at the Operation Helping Hands Golf Tournament. :golfer:

KAAS was proud to sponsor this incredible event once again. Spending the day surrounded by people who show up for others is a good reminder of why this work matters. Grateful for the community that makes events like this possible.

Thank you to the Operation Helping Hands team and everyone who came out to support such a meaningful cause.

10/08/2026

October is Financial Planning Month, and Traci Kaas has you covered.

Free resources for attorneys and their clients, from a book you can share with every settlement client to six downloadable worksheets that make the planning conversation easier to start.

Visit the link in our bio to access everything.

KAAS Settlement Consulting provides settlement planning services. This content is for informational purposes only and is not legal or tax advice.

Address

20341 SW Birch Street Suite 310
Newport Beach, CA
92660

Telephone

+18003542258

Website

https://tracikaas.com/

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