What makes Advocacy
Focused on people whose lives have been disrupted by an unexpected or catastrophic event
Providing individuals advice regarding their financial needs, instead of just pushing a product sale
Navigating the complex rules surrounding government assistance, eligibility requirements, and other challenging financial topics
Assessing the impact of private insurance versus the public benefit restrictions on a trust
Recognizing that the needs of families and individuals extend well beyond what any single financial product can offer
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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.
The sword and shield are registered trademarks of Forge Consulting LLC.