I in Injury Board logotype N in Injury Board logotype J in Injury Board logotype U in Injury Board logotype R in Injury Board logotype Y in Injury Board logotype B in Injury Board logotype O in Injury Board logotype A in Injury Board logotype D in Injury Board logotype Search icon Close icon Down arrow icon External link icon Envelope Website link icon Twitter Facebook Instagram icon Linkedin Avvo icon Map marker Phone icon Error icon Checkmark icon
Skip to main content

Forge Consulting LLC

About Forge Consulting LLC

Forge Consulting LLC, established in 2003, is a comprehensive financial firm dedicated to providing expert settlement planning services to plaintiffs and their attorneys. Over the past 20 years, Forge and Advocacy have built a robust team of professionals, ensuring that all aspects of plaintiff settlements are meticulously addressed. As a Trust Company, a Registered Investment Advisory, and an Insurance Agency, Forge is equipped to offer a wide range of fiduciary services tailored to meet the unique needs of each client.

Forge Consulting designs customized settlement plans that help clients make informed decisions about their financial futures. The firm’s holistic approach includes dedicated relationship managers, collaborative needs-based financial planning, and expert advice on complex family and financial situations. They provide guidance on trust terms and conditions, ensuring clients retain control over their trust assets while benefiting from impartial fiduciary services.

The professionals at Forge hold various esteemed designations such as CFP®, JD, MFP, RSP, CTFA, CSSC, and CTEP, underscoring their expertise and commitment to excellence. They assist clients in navigating the intricate guidelines of federal and state programs like Medicare, Medicaid, Social Security Disability, and Supplemental Security Income, ensuring that settlements do not jeopardize these vital benefits.

Featured Contact

Supported Charities