THE FORGE COMPANIES BLOG
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.
Abacus Advisors
You do the law; we do the financials. Enabling attorneys to focus on revenue generation while we manage the firm's business.
Bookkeeping
- Monthly reconciliations including client-level IOLTA reconciliations
- Bill pay services
- Settlement support services
- Financial improvement projects
Payroll
- Payroll processing, electronic timekeeping, PTO accrual and tracking, electronic employee and employer reporting
- Federal, State, and local tax management
- On-boarding and off-boarding
- Employee handbook consulting and development
Abacus PEO/Benefits Consulting Group
The increasing cost of providing health insurance benefits to employees is a significant issue for all businesses, including law firms. To that end, we have partnered with two best-in-class organizations to offer an opportunity to identify the best option for each business. Contact us today for a side-by-side proposal of group health benefits and a PEO option.
Full Circle Coverage
More than just insurance coverage. We are a smart solution for individuals, families, and businesses who have more to protect.
List of Services
Deferral Solutions
As a contingency fee-based attorney, you have the unique option to defer your fees and delay the recognition of taxable income on your cases. Several options exist today, including:
- Structured Attorney Fees
- Market-Based Structured Attorney Fees
- Non-Qualified Deferred Compensation
- 409(a) Deferral Solution
ZipLiens
We are an industry leader in subrogation and lien resolution. From Medicare and Medicaid to ERISA and Hospital liens, our on-staff attorneys and legal experts have the knowledge and experience to handle your liens efficiently and get your clients what they deserve. Benefits of outsourcing subrogation include:
- Significant Time And Cost Savings
- Complete Process Transparency
- Responsive Communication
- Better Reductions And Happier Clients
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A Partnership with Purpose How Montag & Caldwell Strengthens Advocacy Wealth Management's Client-First Mission
As part of The Forge Companies, Advocacy Trust offers a holistic platform for trust clients as well as plaintiff attorneys and their clients, providing the attention, guidance, and personalized support needed to navigate even the most complex financial situations. From trust planning to administration, their team is committed to helping clients protect settlements, achieve financial security, and plan with confidence; today and into the future. Products & Services Special Needs Trusts Settlement Trusts Asset Protection Trusts Minors Trusts Administrative Services Philanthropy & Charitable Giving
Comprehensive, client-centered solutions designed exclusively for individuals & families navigating life after a personal injury settlement—and the plaintiff attorneys who represent them.
When The Forge Companies were founded more than 20 years ago, every part of our identity was created with intention —from our name to our logo. Our logo was inspired by one of the most enduring Celtic symbols, representing eternal justice and strength. It was a fitting choice for a company built to support plaintiffs and the attorneys who fight for them. The name “Forge” was more than a brand; it was a mission: • To forge ahead with innovative solutions in the settlement industry • To uphold justice through unwavering allegiance to our clients • To gain strength through shared knowledge and trusted partnerships Two decades later, that mission still guides us. Whether we’re protecting benefits, navigating complex settlements, or providing long-term financial support, we remain committed to the values our brand was built on. What we stand for hasn’t changed. Only the ways we serve have grown.
The Forge Companies is pleased to announce they are teaming up with Rebecca Cameron Blount, a longtime friend of The Forge Companies, distinguished attorney, and owner of The Blount Law Firm, PA in Greenville, NC.
Advocacy Trust Celebrates Major Milestone
Full Circle Coverage Announces New Partnership with Golden Bear
Full Circle Coverage Included in UGA Bulldog 100
Bringing Nearly Three Decades of Banking Knowledge to Support Families and Enhance Settlement Planning Services
At The Forge Companies, our commitment to clients extends beyond financial planning—we’re also here for life’s unexpected challenges. Our team is dedicated to providing top-tier services by designing customized plans that address immediate and future needs, ensuring our clients are supported through every phase of their journey. If you’d like to learn more about how we can help your clients, connect with us today!
Forge Consulting is a national insurance agency. We analyze but do not provide investment, legal or tax advice. Advocacy Wealth, a Registered Investment Adviser, offers financial planning. Advocacy Trust offers fiduciary services. Forge is the parent company of both Advocacy subsidiaries.
Securities and Insurance Products are NOT insured by the FDIC, nor by any other Federal or State Government Agency, are NOT a Deposit of and are NOT Guaranteed by a Bank or any Bank Affiliate, and MAY lose value.
All content provided in this blog is for informational purposes only and does not address the circumstances of any particular individual or entity. You should not construe any such information or other material as legal, tax, investment, financial, medical or other advice. Nor does any information on the site constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. Nothing contained on our site constitutes a solicitation, recommendation, endorsement, or offer by us or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. There are risks associated with investing in securities, including risk of loss of your entire investment. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
The information and other content provided in this blog, or in any linked materials, are not intended and should not be construed as medical advice, nor is the information a substitute for professional medical expertise or treatment. If you or any other person has a medical concern, you should consult with your health care provider or seek other professional medical treatment. Never disregard professional medical advice or delay in seeking it because of something that have read on this blog or in any linked materials. If you think you may have a medical emergency, call your doctor or emergency services immediately. The opinions and views expressed on this blog and website have no relation to those of any academic, hospital, health practice or other institution.
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