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What makes Advocacy
Trust different?

  • Helping People

    Focused on people whose lives have been disrupted by an unexpected or catastrophic event

  • Advice Driven

    Providing individuals advice regarding their financial needs, instead of just pushing a product sale

  • Simplifying the Complex

    Navigating the complex rules surrounding government assistance, eligibility requirements, and other challenging financial topics

  • Balancing Private vs. Public Benefits

    Assessing the impact of private insurance versus the public benefit restrictions on a trust

  • Over the Top Support

    Recognizing that the needs of families and individuals extend well beyond what any single financial product can offer

Client Access

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.

Trust Planning

Money Management

Government Benefits

Annuity Planning

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