Forge Consulting and Advocacy Wealth Announce Advocacy Trust
Forge and Advocacy proudly announce the launch of
Industry professionals founded the rapidly growing trust company. Advocacy's strategy is to provide hands-on customized services as unique as our clients' needs. The specialized team is experienced in asset protection, generational and estate planning, medical and special needs trusts, and the full array of litigation based settlement planning services. Unlike other national competitors, Advocacy integrates annuities as an asset class, often mitigating the impact of the Affordable Care Act surtax, alternative minimum tax and ultimately reducing ongoing trust fees.
"Our clients want protection and predictable income or growth. Having a trust company represents a perfect fit with our existing services and investment management businesses and reinforces our commitment to providing customized solutions to help them achieve their goals. We are excited about forming
"In an era of massive trust company and financial institution consolidation, customers do not always receive the personal attention they deserve," said
About
Founded in 2003,
About Advocacy Wealth Management:
Advocacy Wealth Management is an
Read the full story at http://www.prweb.com/releases/2015/04/prweb12660165.htm
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News