Protect your income, assets and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority.
What’s Your Plan for Financial Independence?sm
If you are a high-income lawyer or lobbyist, it’s not what you earn or how you earn it. It’s what you keep that matters most. We specialize in what matters most to you and the financial legacy you leave for your family.
Your Financial Blueprint, Built for Lawyers Like You
“Prescription Before Diagnosis is Malpractice“
You’ve spent your career building a reputation for excellence. At ASG, we help attorneys and legal professionals like you build financial lives that reflect that same level of clarity, control, and long-term vision.
ASG’s personalized planning platform 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.
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 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: Tactics Backed by Expertise
As part of the Attorney’s Edge platform, our clients gain access to purpose-built tools that solve the nuanced financial challenges faced by attorneys and lobbyists. One of the most powerful is our proprietary S.M.A.R.T.™ Strategies — designed to optimize income, reduce taxes, and accelerate financial independence.
Many financially successful lawyers and lobbyists turn to their 401(k) plans with their vanilla investment menus, and Cash Balance Pension Plans offering large tax-deductible contributions; even with their inherent employee funding and administrative costs, to accumulate sufficient capital on a tax-advantaged basis to help fund a worry-free lifestyle in retirement.
Our team helps clients build and protect their wealth with advanced solutions, anchored by the Life Income Plan℠ for Lawyers and Lobbyists. This Cash Balance Plan alternative offers the benefits of a Roth IRA—including tax-free retirement income, creditor protection, and pre-retirement liquidity—but without contribution limits, required employee contributions, or third-party administration costs*.
If you’ve already maxed out your qualified plans and want more control, flexibility, and efficiency, S.M.A.R.T. is your next move.
Introducing the Life Income PlanSM for Lawyers and Lobbyists
When it comes to retirement planning, most high-income legal professionals are offered the same limited playbook: max out your 401(k), contribute to a cash balance plan, and hope it’s enough.
At ASG, we believe you deserve more.
That’s why we developed the Life Income Plan℠ for Lawyers and Lobbyists. It’s a flexible, tax-advantaged alternative designed specifically for high earners who have outgrown traditional retirement vehicles. This plan offers Roth-like benefits without the usual limits or obligations, including:
- Tax-free retirement income
- Creditor protection
- Pre-retirement liquidity*
- No employee contribution requirements or TPA costs
In this short video, you’ll discover how the Life Income Plan℠ can help you convert taxable income into long-term financial independence on your terms.
Ready to learn more about building the right tax-advantaged capital to meet your personal and business goals?
Contact us today to speak to our team of financial planning experts.
*State specific