Tailored Exclusively for Law Firms
FOR IMMEDIATE RELEASE
Contact: Sarah Perlman
sarah@silverbrookmarketing.com
864-884-0510
TAMPA, FL – Advanced Strategies Group (ASG), a leading provider of wealth management and retirement plan solutions, is proud to announce the launch of The ASG Open(k) Plan Design℠, a highly tailored solution developed specifically for law firms and legal professionals.
Unlike traditional, off-the-shelf 401(k) options, The ASG Open(k) Plan Design℠ recognizes the unique structure, workload, and financial planning needs of law practices. Designed in consultation with ERISA attorneys and fiduciary experts, the plan delivers expanded and more sophisticated investment options and strategies available within the optional Charles Schwab Personal Choice Retirement Accounts (PCRAs).
“Your firm and your attorneys aren’t one-size-fits-all—so why settle for a retirement plan that is?” said Jeff Acheson, CEO of Advanced Strategies Group. “We believe law professionals deserve a retirement solution that reflects the same level of individualization and strategic thinking they bring to their clients. That’s what our plan delivers.”
Key benefits of the ASG Open(k) Plan Design℠ include:
- Cost Efficiency: Offers all-in costs below industry averages, helping law firms save time and money.
- Reduced Oversight and Fiduciary Liability: Minimizes administrative burden and fiduciary risks for partners and firm leaders.
- Personalized Planning Tools: Provides attorneys and staff with enhanced access to investment options, financial planning tools, and tailored retirement advice.
- The Attorney’s Edge Tiered Strategy Platform: Delivers personalized tax, investment, and wealth management strategies to define each individual’s plan for financial independence.
For law firms that fit ASG’s exclusive client profile, The ASG Open(k) Plan Design℠ brings flexibility and clarity to your retirement strategy, allowing your team to focus on what they do best: practicing law.
About ASG: Advanced Strategies Group is a trusted authority in financial and retirement planning, wealth management, and tax mitigation strategies for law firms, lawyers, lobbyists, and other select client profiles. For law firms, the team helps clients reimagine how their organization recruits, rewards, and retains top talent while enhancing their financial futures. For lawyers and lobbyists, ASG’s primary focus is on protecting their income, assets, and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority, helping them answer a critical question: “What’s Your Plan for Financial Independence?”sm