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
