Checklists

It is routine for every pilot to perform a pre-flight checklist to confirm they have met their responsibilities and enhance the odds of a safe journey to their destination. At ASG, we believe checklists are just as critical for the journey to financial independence. Please find below a few of our most popular.

The ASG Open(k) Plan Design

for Law Firms

Nonqualified Fact Finder

The ASG Open(k) Benchmarking Tool

The Law Firm Benefits & Planning Platform

The ASG Benefits & Planning Platform

Financial Independence Checklist

Goals and Objectives

401(k) Discovery Checklist