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What Makes Advocacy Trust Different?
What makes Advocacy Trust different?
Helping People
Focused on people whose lives have been disrupted by an unexpected or catastrophic event
Advice Driven
Providing individuals advice regarding their financial needs, instead of just pushing a product sale
Simplifying the Complex
Navigating the complex rules surrounding government assistance, eligibility requirements, and other challenging financial topics
Balancing Private vs. Public Benefits
Assessing the impact of private insurance versus the public benefit restrictions on a trust
Over the Top Support
Recognizing that the needs of families and individuals extend well beyond what any single financial product can offer
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
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.
FORGE and
are registered trademarks of Forge Consulting LLC.
is a registered trademark of Advocacy Wealth Management, LLC.
, FORGE CAPITAL, FORGE FOR BUSINESS, FULL CIRCLE, and ABACUS ADVISORS are trademarks of Forge Consulting LLC.
Copyright ©2024 The Forge Companies. All Rights Reserved.
Copyright ©2024 The Forge Companies. All Rights Reserved.