Forge Consulting Information

For over 20 years, The Forge Companies have been dedicated to guiding plaintiff attorneys and their clients through the entire settlement planning process. Starting in 2003 as Forge Consulting, a national insurance agency specializing in structured settlements and annuities, we quickly identified a critical gap in the legal industry, specifically in settlement planning and financial services. The complex nature of the legal field often forces firms to cobble together a variety of service providers, creating a fragmented and inefficient approach. To bridge these gaps, we established Advocacy Wealth Management, providing financial planning services; Advocacy Trust, providing a wide range of trust planning and administration services; and Forge Capital, providing financial and business support services tailored to the needs of lawyers and their firms. We have over 150 teammates with experience in financial, legal, compliance, operations, and marketing services. Together, we have worked to build our core values of trust, respect, excellence, empathy, and selflessness, allowing us to build genuine, lasting relationships with our clients and with each other. We look forward to welcoming you to The Forge Companies family. Traditional Structured Settlements & Annuities - Mediation Support - Trust Planning - Wealth Management - Fee Deferral Solutions - Bookkeeping & Payroll Services - IOLTA Accounting – Insurance - Government Benefits Preservation