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As your advocate, we partner with you to assist in carrying out your planning goals for every stage of your life. With our unique model, we remove any fear of losing control of your trust assets, while bringing calm and reason to the chaotic nature surrounding any large settlement. Our platform allows us to offer our fiduciary services in an impartial manner, with a focus on meeting the objectives outlined within your trust agreement. Specifically, our services include:

 

  • Dedicated relationship managers
  • Collaborative, needs-based financial planning
  • Advice surrounding complex family situations and challenging financial transactions
  • Decisions on private insurance versus public benefits
  • Guidance on trust terms and conditions (trust protector role)

 

Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.

Trust Planning

Money Management

Government Benefits

Annuity Planning

Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.

Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.

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