At The Forge Companies, we pride ourselves in providing a full range of settlement planning, wealth management, trust planning, and business administration services, making all aspects of the settlement process easy for you and your clients. Get immediate access to our team’s expertise and help protect your client’s settlement recovery while offering a newfound sense of financial freedom. #theforgecompanies #advocacytrust #advocacywealthmanagement #forgeforbusiness #structuredsettlements #settlementplanning #plaintiffattorney #plaintiff
关于我们
When Forge Consulting was founded in January 2003, we were an insurance agency specializing in structured settlements and traditional annuities. The founding partners noticed an inequity in the settlement marketplace: far too often, injured parties were left no choice but to work with a single-product provider such as trustees, bankers, money managers, or structure brokers. Our mission, passion, and innovative settlement consulting approach of advice over product rapidly made us the sought-after source of settlement planning for plaintiff attorneys and their clients. Over the past two decades, our company has recognized that the needs of plaintiff families extend well beyond what a structured settlement or any single financial product could offer. We are now The Forge Companies, a nationally recognized team of specialists with proficient knowledge in comprehensive settlement planning. We have over 130 teammates with experience in financial services, legal, compliance, marketing, and operating companies. We are now Advocacy Trust, a Tennessee state-chartered trust company that offers a full range of traditional and special needs trust services and is committed to improving the lives of our clients, their families, and caregivers through investments, trusts, tax, and other fiduciary and administrative services. We are now Advocacy Wealth Management, creating financial plans based on your needs, now and in the future. Your plan will be unique, just like your needs. The solutions offered to solve for your needs will be tailored to your plan. We are now Forge Capital, a commitment to providing a broad range of financial and business services to contingent fee attorneys, law firms, and general businesses. Services include fee deferral solutions, MSA/Lien solutions, insurance products, bookkeeping, payroll and HR, and IOLTA accounting.
- 网站
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https://www.theforgecompanies.com
The Forge Companies的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Atlanta，GA
- 类型
- 合营企业
- 领域
- Medicare Set-Asides、Spendthrift Trusts、Special Needs Trusts、Qualified Settlement Funds、Stuctured Settlements、Minors Settlements、Structured Attorney Fees、Mass Torts、Lien Resolution Planning、Division of Assets、Life Care Planning和Life Insurance
地点
The Forge Companies员工
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Cory Phillips
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Tracee Wagner
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Hillary Cranford
Professional Fiduciary and Founder of Georgia Fiduciary Group, LLC Senior Financial Consultant at Forge Consulting, LLC
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Beth Allen
Chief Marketing & Relationship Officer - The Forge Companies - Advocacy Trust, Advocacy Wealth Management, and Forge Consulting, LLC
动态
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If you are attending the Special Needs Alliance Spring Meeting, drop by the Advocacy Trust booth to connect with our team!
Kate and Kelli are thrilled to be attending the Special Needs Alliance Spring Meeting. Make sure you swing by our booth to discover how we can be an invaluable asset to you and your clients!
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?? Exciting News! Our IT Team is Growing! ?? We’re thrilled to welcome Chris Pfeifer and Andres Lopez to The Forge Companies! They’ve already made a big impact, and we’re so glad to have them on board. Welcome to the team! Interested in joining our growing team? We’re hiring! Visit our page to explore open positions and apply today. #theforgecompanies #growth #team #JoinOurTeam
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