FORGE Consulting brings a variety of essential consulting skills to the table. By designing a customized financial solution that includes the right combination of structures, trust products and managed accounts, FORGE assures your client of valuable tax advantages, lifelong security and liquidity. Our consultants seek out and demand competition for the best pricing among life insurance, trust and money management companies.

FORGE is a champion of the Qualified Settlement Fund (QSF), a valuable tool for plaintiffs, which holds their settlements tax-free, giving them time to make what is likely the most important financial decision of their lives. We provide your clients with the freedom to create a structure that fits their needs, without interjections from the defense.

Comprehensive Client Services

• Personal injury specialists.
• Annuity rates competitive with average market returns.
• Increased liquidity and flexibility by optimizing settlement with a trust.
• Experience with Qualified Settlement Funds.
• Tax-free guaranteed periodic payments.
• Protection of public benefits, including SSI and Medicaid.
• Financial guidance through elder law attorneys, structured settlement specialists and corporate trustees with fiduciary powers in all 50 states.

FORGE is proud to provide attorneys with fee structuring options, allowing them to take advantage of the unique opportunity to defer taxation on earned fees.