Jeffery Acheson

About Jeffery Acheson

After 46 years in financial services, investment management, and retirement planning, I’ve chosen to focus the most strategic chapter of my career on entities and professionals I deeply respect—law firms, lawyers, and lobbyists. Our shared commitment to precision, discipline, and excellence makes serving the legal community both a professional and personal mission.As CEO of the Advanced Strategies Group (ASG), I’m leading a targeted effort to modernize retention and retirement strategies in the legal industry. Too many plans offered them still follow one-size-fits-all templates that ignore the complexity and sophistication today’s legal professionals require. That’s why I developed the Law Firm Benefits and Planning Platform, featuring:• The ASG Open(k) Plan Designsm – a flexible high-performance 401(k) tailored for cost-efficiency, sophisticated investment flexibility, and fiduciary clarity• The Attorney Life Income Plan – a Rothesque nonqualified plan alternative to cash balance pensions• The Law Firm Strategic Retention & Rewards Program – customizable long-term incentive planning for recruiting, rewarding, and retaining key legal talentThese solutions are powered by The Attorney’s Edge, our virtual-first planning platform, and ASG MAPS—an investment strategy framework built to optimize 401(k) outcomes for high-balance participants.I hold seven professional designations as validation of my committment to being a trusted authority in my field, and I’m a past president of both National Association of Plan Advisors and the American Retirement Association. I also co-authored the NAPA Nonqualified Plan Consultant (NQPC) designation curriculum and serve as a consultant to my peers in this space.ASG’s history was built beyond the legal sector, but today we’re fully invested in serving it—offering a sophisticated alternative to the status quo.The focus of my personal life is on pursuing my definition of Ikigai and helping others find theirs in loving memory of my daughter Amber, who couldn\'t find hers.What\'s Your Plan for Financial Independence? Specialties: Creating Tax-Free Income for Retirees, Qualified and Non-Qualified Retirement Plan Solutions, Investment Advisory and ERISA Fiduciary Services, Personal Financial Planning and Risk Management, Tax-Advantaged Wealth and Legacy Management.

Experience

1. Certified Private Wealth Advisor

   Advanced Strategies Group, Llc

   Apr 2017 — Present · Powell, OH, US

   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 Adviser. IFP and Advanced Strategies Group, LLC are not affiliated.

Education

• The Defiance College

  Bachelors, Business Administration and Business Education

  1975 — 1979

• The Ohio State University Fisher College of Business

  Certificate, Financial Planning

  2013 — 2013

• University of Chicago Booth School of Business

  Certificate, IMCA® Certified Private Wealth Advisor® Education Program

  2016 — 2016

Skills

• Wealth Management
• Investment Advisory Services
• Executive Benefits Planning
• Retirement Planning Services
• Tax-Efficient Investing Strategies
• Business Succession Planning
• 401(K) Distribution Planning
• Estate Planning Strategies
• Tax-Deferred Investment Planning
• Financial Planning Iar