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For 25 years, we've had a plan for your money.

We help Attorneys, individuals, children and those with special needs plan their financial futures in Settlements and everyday financial matters.





Experience matters. We have extensive experience in planning financial matters that includes 1000+ settlement conferences, more than 100 speaking engagements and thousands of clients. You can read about us in publications like Huffington Post, Trial, National Underwriter, Trial Diplomacy Journal and Claims. Others have written about us in publications such as Forbes, Financial Planning Magazine and the Lexington Herald-Leader.

Our experienced professionals are eager to put their knowledge to work for you. Call or email us for a free consultation.

Clay N. Bigler, CSSC   

is a financial adviser with over twenty years of experience working with individuals, attorneys and their clients, planning settlements.


Bigler, a frequently selected guardian for juveniles and disabled people, plans settlements, administers estates, trusts, and settlement funds.


A published author and speaker to legal and professional groups, Bigler has served as an instructor to the National Structured Settlement Trade Association and is a former local president of the National Association of Insurance and Financial Advisors.  He is a member of the Court of the Million Dollar Round Table.


He has been called on by some of the nation's top injury and medical malpractice attorneys. Bigler is an expert at dealing with settlements and considered one of the top consultants in the United States.


Bigler has spent a considerable amount of time in the non-profit area. He spent two years in National Service as an AmeriCorps volunteer, as a board member on the Berea Arts Council and served on the board of Bluegrass Youth Ballet.


A native of New Orleans and son of a banker, he has a long family tradition in the financial services industry. He was married to the late Gena Bigler, a successful author, financial adviser and "Smart Money" columnist, they have two children.


He can be reached at

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