Personalized Financial Planning
for Lawyers
Guiding Legal Professionals with Focus, Flexibility, and a Future-Driven Approach
Create the Financial Life You Envision
Your financial future is not just an asset; it’s a necessity.
Lawyers have distinct financial circumstances that require customized financial and retirement strategies. ASG has designed and tested the right tools to address challenges that are unique to lawyers, including:
- High student loan debt
- Irregular income streams
- Complex tax liabilities and burdens
- Fluctuating cash flow
- Unique compensation structures.
Generic financial advice doesn’t account for the life cycle of a lawyer. Specialized planning makes the difference.
Keep What You Earn
For high-income attorneys, it’s not just about what you earn—it’s about what you keep. We take the time to understand not only what matters most to you today, but what you envision for tomorrow. From protecting your income and financial independence to building a lasting legacy, we help lawyers design a strategy that aligns with their values, goals, and the life they’ve worked hard to create.
Meaningful financial planning for lawyers starts with understanding what matters most to you. Not sure where to focus first? Use our discovery questions to help you prioritize your financial goals.
The Attorney's Edge
Your Ongoing Financial Advantage
The Attorney’s Edge program is an exclusive, ongoing planning platform is built specifically for lawyers. It’s designed to grow with your career, offering customized strategies for everything from student loan repayment and 401(k) planning to multigenerational wealth transfer and hedge fund access.
Whether you’re an Associate, Shareholder, Senior Associate, or Partner, we offer four tailored tiers of service based on your income, assets, and planning complexity.
Define and Build Your Edge.
Designed for: Early-career attorneys and firm staff
Focus: Budgeting, debt management, insurance basics, and 401(k) optimization
Fee is typically waived for employees of firms using ASG as a retirement plan provider
Optimize and Sharpen Your Edge.
Designed for: Mid-career attorneys preparing for equity buy-ins or tax challenges
Focus: Personal planning, partnership modeling, investment, and retirement strategy
Protect and Grow Your Edge.
Designed for: Senior attorneys with complex income and planning needs
Focus: Tax efficiency, compensation planning, risk management, nonqualified benefit integration
Preserve and Expand Your Edge.
Designed for: Ultra-successful attorneys and firm leaders
Focus: Multigenerational wealth transfer, tax-free retirement income, access to alternative investments (hedge funds, private equity)
From foundational coaching to sophisticated concierge-level advisory services, The Attorney’s Edge gives you the support you need, when you need it. All tiers are powered by ASG’s virtual service model and backed by Charles Schwab’s premier infrastructure, meaning we provide financial planning for lawyers anywhere in the United States.
As part of The Attorney’s Edge, our clients gain access to purpose-built strategies and resources that solve the nuanced financial challenges faced by lawyers. Our thoughtful execution is rooted in our S.M.A.R.T.™ Strategies planning framework, designed to optimize income, reduce taxes, and protect financial independence.
The Big Question
What's Your Plan for Financial Independence?
Let’s define it, protect it, and build it with precision.