Privest Financial

We level the playing field. We know the tactics insurance companies use. We know how to negotiate the settlement you deserve.

Kaas Settlement Consulting, led by founder Traci Kaas, specializes in providing expert guidance for individuals navigating financial transitions, such as injury settlements, job changes, or the sale of a business. With a focus on both the technical and emotional aspects of financial planning, the firm aims to empower clients to move confidently toward their envisioned financial futures. The team is uniquely qualified, with Traci Kaas holding certifications as a Certified Financial Transitionist, Certified Structured Settlement Consultant, and Certified Medicare Secondary Payer Professional. They work collaboratively with attorneys, CPAs, and financial planners to ensure comprehensive settlement planning and informed decision-making throughout the complex settlement process. Generated from the website