At Advanced Strategies Group, relationships come first—and results follow.
We’ve had the privilege of working alongside law firms and legal professionals to simplify complex financial decisions and create smarter, more sustainable plans. Their words tell the story better than we ever could.
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If ASG was fortunate enough to have worked with you, please let us know how we did. For us, a successful result is one in which our clients are highly satisfied. We will never aim for anything less. After review, we may post your comments on this website, and all opinions and thoughts are welcomed.
Testimonials and Endorsements
This page includes client testimonials and non‑client endorsements that we have permission to republish. It includes positive and negative statements. Each entry identifies whether the promoter is a current client or non‑client, whether the statement was solicited, and any material conflicts disclosed by the promoter. We moderate submissions only using objective criteria (e.g., spam, profanity, unlawful content), not to favor positive over negative statements.
No compensation was provided for any testimonial or endorsement, and they are displayed in chronological order.
Bill M. – Retired Construction Industry Executive
I have had the pleasure of knowing and working with Jeff Acheson for many years, first as a business advisor, followed by becoming our personal financial advisor and friend. Jeff was particularly skillful in helping us plan our retirement strategy and is always sensitive to the things that are important to us...he asks the right questions, listens, and then thoughtfully designs creative plans to make things happen. We are very happy for the way our multi-generational Estate Planning strategy is being implemented. Jeff thoughtfully coordinated our first Family Meeting to explain the planning and strategies to our children, allowing them time to question and understand the best ways for them to participate in the future planning and management of the Estate. We are very blessed to have had great opportunities for growing a stable financial condition for ourselves and our family and are very thankful for that: however they would not be possible and are not as important as the trusting personal relations we have developed over the years and in particular with Jeff.
[Client]
James O. – Retirement Plan Industry Innovator and Client
I’ve had the privilege of working with Jeff both as a colleague and as a client, and I can confidently say he exemplifies the very best of our industry and what it means to truly serve clients well. I’ve seen firsthand the depth of his industry knowledge, leadership, and strategic thinking. As his client, I’ve experienced his highly personalized approach—he takes the time to understand me and my family and crafts financial independence strategies tailored to our needs, and when necessary, protects us from ourselves. Jeff has a rare ability to navigate complex financial landscapes while communicating with clarity and transparency. His balanced perspective as both an industry leader and trusted advisor makes him an invaluable partner, a true standout in the financial services field, and a good friend.
[Client]
Dave S. – Retired CPA
Jeff makes his complex craft easy to understand. Absolutely a master in his profession.
[Non-Client]
Richard M. - Financial Services Consultant
I first met Jeff more than 25 years ago when he was my client, and I was immediately impressed by his deep industry knowledge and unwavering commitment to the work he so clearly values. When the time came to seek guidance for my own financial future, I reached out to him without hesitation. Jeff understands that investing is only one part of a broader financial and retirement strategy. What I wanted was exactly what his firm was built to provide: a trusted partner in developing a structured, long-term plan to manage savings, investments, and risk so my wife and I could meet both our current needs and future goals. Jeff leads an exceptional team of talented individuals , including Elle, Jody, and Brooke, all of whom are a pleasure to work with. Elle, in particular, has become my primary point of contact and consistently demonstrates professionalism, expertise, and a genuine commitment to my financial well-being.
[Client]
This testimonial was provided by a current client and relative of an Advanced Strategies Group employee. The client was not compensated for this testimonial. The client’s experience may not be representative of the experience of other clients and is not a guarantee of future results.
Deb W. – Retired Sales Professional
When I received my first commission check as a new salesperson, I hid it under the mattress because I did not know what to do with the money! I connected with Jeff through one of my high school teachers and at our first meeting I knew he had my best interest at heart. Here we are, over 37 years later, and he has been with me though the best of times and the worst of times as a financial guiding light, but more importantly, as a dear friend. Thank you, Jeff, for always being there!
[Client]
Peggy J. – Retired Corporate CFO
I have known Jeff Acheson for ages. Early on, we established a professional relationship built on trust. Jeff always listened, and answered the questions I asked, and then some I didn’t, but should have. He has helped me solve complex corporate issues with practical, workable solutions that our business faced on multiple occasion. Additionally, over time our relationship extended to me seeing Jeff’s guidance on my personal financial planning. His advice was always thoughtful and solid and continues to this day.
[Client]
Kevin M. – Vice President, Retirement Solutions
You feel Jeff’s positive energy and kindness the moment you meet him. He truly cares about his colleagues and clients, and it shows in everything he does. Jeff is a respected leader in the industry, a trusted mentor to many and an expert in helping businesses and their employees build clear and practical paths to financial independence.
[Non-Client]
Dave M - Retired Construction Executive
Jeff Acheson and his team diligently and successfully managed the retirement and investment funds for the company I retired from after 19 years of service which is a fairly large company with over 450 operational and support employees. It has been great getting to know Jeff who treats you like family. You genuinely feel that he and his team are always looking out for your best personal interests. Jeff makes himself and his team available to take questions and provide direction for your financial and tax related needs. Not only did Jeff provide quarterly in person corporate seminars on retirement strategies but he attended and taught classes at our annual All Company Educational Events. When I retired, I sought out the help of Jeff and his well qualified team that includes, for me personally, Jeff, Jody Henley, Elle Moser and Brooke Holden. As a team and at a very reasonable cost for services, they provide much needed assistance in managing my and my wife's financial success today, in the future, and beyond, with legacy planning for our children and grandchildren. In fact, Jeff also assists my Daughter, who has worked at my company for the past 17 years, to help reach her families future financial goals!.
[Client]
Barry D. – Law Firm CEO
Jeff and his team are laser focused on addressing the needs of law firms like ours of (1) providing cost-effective fiduciary services for our flexible 401(k)/profit sharing retirement plan, (2) offering flexible and individually designed investment strategies within that 401(k)/profit sharing plan, (3) educating and advising our staff, associates, and partners on individual strategies of reaching financial independence, (4) providing comprehensive advice and easy to use (i.e., efficient and not time consuming) tools and on-line access to our individual financial data and goals, and (5) providing advice and products that effectively address the recruiting, retaining, and rewarding goals of our growing firm. And, they have accomplished all of this while at the same time reducing our costs for these services and reducing the time firm management spends dealing with these issues.
[Client; Conflict of Interest due to professional referrals between firms]
Stacy E. – Business Consultant & Performance Coach
Jeff helped me navigate a life-changing tragedy that required expertise and a bank of resources to navigate probate and tax law in three states. Jeff and his team took me by the hand and helped me competently navigate through the situation and beyond to ensure our investments and peace of mind were secure. I know I would not be in the financial position I am in today without Jeff and team. I am thankful for them and their honest, competent, and dependable guidance every day.
[Client]
Jim D - Retired Construction Executive
I have known and worked with Jeff for a long time. First as a corporate financial advisor to the company where I worked as well as an advisor to our employees individual retirement accounts. Since retirement Jeff has become my personal retirement advisor and has helped us with our retirement strategy and estate planning. Over the years I have really come to appreciate the fact that Jeff listens carefully to our needs and questions before providing well thought out answers. The best thing is not only does Jeff and his team answer our questions but when appropriate they also answers the questions we should have asked but either did not think or know to ask.
[Client]
Ron J - Construction Principal
Over the years, we have had the pleasure of working with Jeff and his team, and the experience has been exceptional. Jeff has taken the time to truly get to know me and my family on a personal level, which has enabled him to develop a long-term financial strategy that aligns with our goals and provides us with confidence and peace of mind.
His passion for the industry and genuine commitment to helping others is evident in every interaction. Jeff consistently takes the time to clearly explain his recommendations, breaking down complex financial concepts into practical terms and relatable examples. He is always accessible and willing to provide thoughtful guidance when we are evaluating important personal and financial decisions.
In addition, Elle, Jody, and Brooke have been instrumental in supporting us. Their responsiveness and expertise have helped us effectively utilize the tools and resources provided by ASG, ensuring our accounts remain well-organized and our planning for retirement and beyond stays on track.
The entire team has earned our highest level of trust. In fact, we have confidently referred them to other members of our family, who now also rely on their services to help achieve their financial goals.
[Client]