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.

Financial Independence Assessment

Discovery Questions

The ASG Open(k) Plan Design

for Law Firms

The ASG Open(k) Benchmarking Tool

Nonqualified Fact Finder

Financial Independence Checklist

Goals and Objectives

401(k) Discovery Checklist

Ready to Talk to Us?

We welcome the opportunity to visit with you to learn about your goals and objectives and determine if our value proposition is a good fit. Your consultation will be confidential and you are under no obligation to retain our services. Please click the button below to schedule your initial complimentary consultation.

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Advanced Strategies Group are not affiliated.

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2 for additional information and risks.

Reg BI Disclosure Supplement | Form CRS | Investor Pricing | Privacy Policy | Business Continuity Plan