Plan Like You Practice:
With Precision and Purpose
Trusted by top firms. Built for high-performing lawyers.
ASG provides strategic retirement, tax, and wealth planning for law firms and the legal professionals who lead them.
Protect Income and Assets
Safeguard your earnings, firm equity, and personal wealth from legal, market, and tax-related risks with proactive, strategic planning.
Reduce Tax Liability
Identify overlooked opportunities to lower your annual and lifetime tax burden, both at the firm level and in your personal financial plan.
Plan Your Financial Legacy
Design a lasting impact by aligning your estate, succession, and wealth transfer strategies with your values, goals, and beneficiaries.
Built Exclusively for the Legal Profession
We work with law firms and attorneys nationwide to design retirement and wealth strategies aligned with compensation structures, fiduciary responsibility, and long-term financial independence. Our solutions include:
- Law firm retirement design
- Partner-level tax mitigation
- Succession and equity transition planning
- Attorney-focused advisory ecosystem
ASG By the Numbers
Why Choose Us?
Customize. Personalize.
Keep It Simple.
As ASG founder Jeff Acheson says, “Our mission is to help our clients protect their income and assets from creditors, predators, professional pretenders, and confiscators with taxing authority.” We achieve this through our customized, personalized, and simplified offerings and services.
The Big Question
What's Your Plan for Financial Independence?
Let’s define it, protect it, and build it with precision.