Forge Consulting LLC, established in 2003, is a comprehensive financial services firm dedicated to providing plaintiffs and their attorneys with expert settlement planning. With a robust team of professionals, Forge offers a range of services through its four integrated companies: a Trust Company, a Registered Investment Advisory, and an Insurance Agency. This unique structure allows Forge to address all aspects of plaintiff settlements, from structured settlements and annuity planning to trust and insurance planning, ensuring that clients receive customized solutions tailored to their specific needs.
At Forge Consulting, the commitment to helping families is paramount. The firm excels in creating personalized financial plans that cater to each client’s unique situation. Their services encompass collaborative, needs-based financial planning, advice on complex family situations, and guidance on maintaining eligibility for government benefits such as Medicare, Medicaid, Social Security Disability, and Supplemental Security Income. Forge’s expertise in structured settlements and annuity planning provides clients with tax-advantaged strategies to meet their financial objectives, while their comprehensive insurance planning ensures critical medical and life insurance coverage for families.
Forge Consulting also extends its support to attorneys through structured attorney fees, enabling them to secure their firm’s financial future and reduce tax exposure. With a focus on removing the fear of losing control over trust assets and bringing order to the complexities of large settlements, Forge is dedicated to being a reliable advocate for their clients. Their holistic approach, combining fiduciary services, money management, and insurance planning, underscores their mission to provide peace of mind and financial stability for families navigating the aftermath of a settlement.