Clients

Family and Individuals

As your advocate, we partner with you to assist in carrying out your planning goals for every stage of your life. With our unique model, we remove any fear of losing control of your trust assets, while bringing calm and reason to the chaotic nature surrounding any large settlement. Our platform allows us to offer our fiduciary services in an impartial manner, with a focus on meeting the objectives outlined within your trust agreement. Specifically, our services include:
  • Dedicated relationship managers
  • Collaborative, needs-based financial planning
  • Advice surrounding complex family situations and challenging financial transactions
  • Decisions on private insurance versus public benefits
  • Guidance on trust terms and conditions (trust protector role)
Our extensive personalized support is designed to help meet your planning objectives for today and through tomorrow.
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Attorneys

For over 15 years, The Forge Companies have developed a robust team of professionals, not often seen even within large financial institutions. We are a Trust Company, a Registered Investment Advisor, and an Insurance Agency. Whatever the requirements, our settlement planning experts are ready to address your clients wants and needs. The Forge Companies provides your clients with immediate access to qualified professionals who help protect their settlement recovery while offering a newly found sense of financial freedom. Our teams include multiple individuals holding the professional designations of CFP®, JD, MFP, RSP, CTFA, CSSC, and CTEP designations.
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