A national network of vetted corporate and private fiduciaries ranging from multi-billion dollar organizations to local experts, poised to assist with your planning needs. We actively challenge our partners' adherence to traditional methods and insist that the client be the focus of the plan.
• Trust design
• Tax analysis: Affordable Care Act, Kiddie Tax, IRC 213 medical deductions
• Document/Provision review
• Investment Plan - Integrated Annuity/Structure design
• Special Needs Pooled Trust options
• Uniquely-designed Minors Pooled Trust
• Domestic Asset Protection Trusts through multiple fiduciaries
• Separately managed Special Needs, Revocable, and Irrevocable Trust
• Ongoing monitoring of the trust partner
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.