Your Needs.Our Team.Trusted Advice.
Your Needs.Our Experts.Trusted Advice.
The Forge Companies provide your clients with immediate access to qualified
professionals who help protect their settlement recovery while offering a newfound
sense of financial freedom. Our team includes multiple individuals holding the professional
designations of CTFA, JD, MFP, RSP, CSSC, and CTEP.
Use the links below to visit our three websites and learn more about what each company can do for you and your clients, or call us today at 866-683-6743 to learn more. You can also request a telephone call using the contact form on this page.
Forge Consulting provides plaintiffs and their attorneys with professional settlement planning.
Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses.
Advocacy Wealth designs financial plans to meet the unique needs of clients. Our investment portfolios target absolute total returns after fees. Portfolio construction protects against drawdowns first, then captures growth with reasonable risk.
Advocacy Trust specializes in litigation support, special needs trusts, and settlement administration.
Sword & Shield
THE FORGE COMPANIES BLOG
We are incredibly honored to have our close friend Gibson Vance share his experience working with The Forge Companies. At The Forge Companies, trust isn’t just a product we offer; it’s the goal of our relationship. We have over 150 teammates and 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.
by Charlie Culverhouse, CIC, CLCS Managing Partner, Full Circle Coverage
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.
At Full Circle Coverage, we pride ourselves on building personal relationships with clients so that we can best serve them and protect what matters most. We are more than just insurance coverage. We are a smart solution for individuals, families, and businesses who have more to protect.
Forge for Business provides a broad range of financial services tailored to meet the needs of contingent fee attorneys, law firms, and general businesses. Services include bookkeeping, IOLTA accounting, payroll, insurance services, attorney fee deferral products and solutions, lien solutions, and more.
At The Forge Companies, we are ready to be your advocate. Our company is made up of over 150 professionals with decades of industry experience and is well known for the caring support provided to plaintiffs and their families who have dealt with adversity and financial challenges. From structured annuities, traditional and special needs trust services, insurance solutions, financial planning and so much more, we welcome any opportunity to provide the best client care in the industry.