We help busy lawyers protect their income, assets, and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority.
What's Your Plan for Financial Independence?SM
Convenience, Simplicity, Personalization
If you’re a high-income attorney or lobbyist, it’s not just about what you earn, it’s about what you keep. We believe the best way to help you keep more is to first understand what matters most to you.
We take the time to understand what matters most to you today, and what you envision for tomorrow. From protecting your income and independence to building a lasting legacy, we help you design a strategy that aligns with your values, goals, and the life you’ve worked hard to create.
Because meaningful planning starts with understanding what matters most to you.
Your Financial Blueprint: A Personalized Path Forward
In medicine, prescription before diagnosis is malpractice, and financial advice should be no different.
You’ve spent your career building a reputation for excellence. At ASG, we help lawyers and legal professionals like you build financial lives that reflect that same level of clarity, control, and long-term vision.
ASG’s personalized planning process is designed for the unique needs of high-performing legal professionals. From streamlining your finances to optimizing your wealth transfer strategy, we provide a clear path toward financial independence—without the sales pitch.
Our structured, 7-step planning process helps you organize your financial life, identify priorities, and take strategic action toward your goals. Whether you’re planning for retirement, tax efficiency, or legacy building, this framework brings clarity to complexity.
When you’re ready for personalized insight, our Financial Independence Blueprint offers a detailed, multidisciplinary assessment of your entire financial picture, from income and investments to tax projections and risk mitigation.
You’ll receive:
- A personalized planning report;
- Actionable recommendations; and
- Transparent, satisfaction-guaranteed pricing.
Whether as a one-time engagement or a gateway to deeper strategy, this is where personalized planning begins.
Not sure where to start? Use our discovery questions to help you prioritize your financial goals.
The Attorney’s Edge: Your Ongoing Advantage
Once you’ve completed your Financial Independence Blueprint, you’ll have the clarity to move forward — and a path to stay ahead. That’s where The Attorney’s Edge Program comes in.
This exclusive, ongoing planning platform is built specifically for attorneys. It’s designed to grow with your career, offering customized strategies for everything from student loans and 401(k) planning to multigenerational wealth transfer and hedge fund access.
Whether you’re a rising associate or managing partner, The Attorney’s Edge offers four tailored tiers of service based on your income, assets, and planning complexity:
Foundation: Define & 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
Strategic: Optimize & 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
Premier: Protect & Grow Your Edge
Designed for: senior attorneys with complex income and planning needs
Focus: Tax efficiency, compensation planning, risk management, nonqualified benefit integration
Apex: Preserve & 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)
Whether you need foundational coaching or 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.
S.M.A.R.T. Strategies: Precision Planning, Powered by Expertise
As part of the Attorney’s Edge platform, our clients gain access to purpose-built strategies and resources that solve the nuanced financial challenges faced by attorneys and lobbyists. 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.
Ready to go beyond basic planning with S.M.A.R.T. Strategies?
Introducing the Life Income PlanSM for Lawyers and Lobbyists
Many financially successful lawyers and lobbyists rely on their 401(k) and Cash Balance plans to accumulate tax-advantaged capital for a worry-free retirement, and believe they are set.
Our clients don’t stop there. Once we illustrate the delayed tax time bomb embedded in their current strategy, they understand the need to layer in multiple holistic S.M.A.R.T. Strategies to drive better outcomes through retirement and beyond.
The Life Income Plan℠ for Lawyers and Lobbyists is one of the cornerstones of our foundation for building and protecting wealth, while avoiding the onerous tax consequences that undermine traditional strategies. This nonqualified Cash Balance Plan alternative offers some of the best features associated with a Roth IRA.
Benefits include:
- Tax-deferred capital accumulation
- Tax-free retirement income
- Pre-retirement liquidity for opportunities and emergencies
- State specific creditor protection
With none of the constraints inherent in a Cash Balance Pension plan, such as:
- Contribution limits
- Required employee contributions
- Third-party administration costs
At ASG, we believe your success deserves more than standard solutions. We believe in convenience, simplification, and personalization. In this short video, discover how the Life Income Plan™ can help transform taxable income into long-term financial independence—on your terms.
Ready to build the diversified, tax-advantaged capital that aligns with your personal and professional goals?
Schedule a confidential conversation with our advanced planning team to see if the Life Income Plan™ is the right fit for your financial future.