Services

Government Benefits Planning

Many victims of injury depend on federal and state-funded programs for health insurance and supplemental income. When an individual receives a recovery from a settlement or verdict, there are often concerns as to whether those benefits will be in jeopardy as a result.

Forge can assist our clients in navigating through the complex guidelines of programs such as Medicare, Medicaid, Social Security Disability, and Supplemental Security Income and provide solutions as to how to preserve those vital benefits while using their recovery to better their overall quality of life.
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Structured Settlements
& Annuity Planning

Whether it is to fulfill a need for income, provide risk mitigation in a portfolio, or for comprehensive tax-advantaged planning, annuities can be an excellent tool for meeting financial objectives unique to individuals and families in receipt of lawsuit recoveries.

In addition to structured settlement annuities, Forge also utilizes the traditional insurance marketplace to expand the available options for our clients, ensuring that the best possible product is used to meet the specific goal.
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Trust Planning

Your source for special needs and estate planning with fiduciary services in all 50 states through Advocacy Trust.

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Insurance Planning

Insurance—whether to assist with critical medical coverage or to ensure that a loved one leaves behind the financial support necessary for their care—is a crucial need for any family plan. Equally important is understanding the types of health and life insurance coverage that are available and determining as to what is most suitable for a client’s unique situation. Our professionals are prepared to educate and ultimately implement these components to provide peace of mind to our families.
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Money Management

Forge created Advocacy Wealth, a Registered Investment Advisory, to create predictable solutions unique to each client. Advocacy's analysis results in plans that are customized and based on your needs—not on a choice of pie charts. Advocacy provides you an alternative to retail trust and investment products.

Visit the Advocacy Wealth website to learn more.
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Structured Attorneys Fees

As a contingent-fee attorney, you have a unique opportunity to shape your and your firm’s future. By working with Forge Consulting and our trusted partners, you can build a stream of income for your firm’s ongoing needs, secure an income stream for your personal financial planning, and potentially reduce your current income tax exposure. Our goal is to help you create a proactive plan to achieve your professional and personal financial planning needs.
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