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Our unique approach and attention to detail provides you the responsiveness and care you expect.

  • Looking Out for Your Interest

    Supervising all aspects of a trust, acting at all times as a fiduciary and in your best interests

  • Line of Defense

    Offering a line of defense against undue influences from existing friends or family, outsider caregivers, and new friends who may suddenly appear once a trust is funded

  • Reasonableness Test

    Abiding by the terms of the trust and reviewing each distribution against a standard of “reasonableness”

  • Quality Recordkeeping

    Taking custody of cash, maintaining transactional records, preparing tax letters and returns, issuing account statements, and providing detailed accountings as required by a court or other representative authority

  • Unique Service Support

    Determining if it is necessary to purchase a vehicle or house, identifying your specific needs, as well as coordinating the purchase, if needed

  • Thoughtful Trust Administration

    Coordinating the payment of bills and expenses, and taking charge to follow through on implementing the services outlined in the terms of the trust or care plan

  • Cost Consciousness

    Maintaining relationships with other service providers in an effort to contain costs, including public benefit agencies and medical cost containment companies

  • Coordinating Care Giving

    Coordinating payroll for caregivers, if such services are not provided by a private agency or Medicaid

  • Expert Investment Oversight

    Identifying independent investment management resources including monitoring and reviewing their performance and making changes that are in your best interest

  • Seeking the Highest Level of Care

    Supporting the recommendations made to enable you to receive the highest level and quality of care.

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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