Today’s financial world is complex. But, with the right financial partner, it doesn’t have to be. You need confidence and clarity from your financial team. That’s why we never hide behind complicated jargon or push a one-size-fits-all solution. Rather, we provide straightforward, actionable guidance that you can trust.

Our wealth management and retirement plan teams use our in-house experience and expertise to help our clients achieve their financial goals. We uncover missed opportunities that help our clients minimize their taxes and maximize their wealth.

Whatever your goals, we build solutions that serve you best.

Our Services

Wealth Management

Spend less time worrying about your financial life. Successful individuals and families need different tools to preserve and grow wealth. We help our clients understand their options and develop strategies to meet multi-generational and philanthropic goals.

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Investment Advisory

Get the investment advice that’s right for you. We follow a disciplined due diligence process to ensure that we fully understand the investments that we recommend. Our thorough process allows us to create strategies that match our clients’ investment goals and objectives.

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Third Party Administration

Company retirement plans are important to us. Our team of actuaries and analysts can provide the high level of attention and service that our clients deserve. We handle the day-to-day details and ever-changing regulations of company retirement plans.

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Retirement Plan Consulting

Retirement Plans are flexible. We educate businesses on plan design possibilities. Whether a client’s goal is to attract top talent, maximize tax-savings for the company’s principals or achieve other unique objectives, we have the expertise to customize a plan specifically for our clients.

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Financial Planning

Own your financial future. Our clients often have an idea of what they want in retirement but are unsure of how to achieve it. We work with our clients to provide clarity and confidence around the financial decisions encountered during the different stages of life.

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Tax Strategies

Keep and grow the wealth you’ve worked so hard to build. The tax code is vast, yet certain regulations provide opportunities to minimize your tax bill. Working closely with our clients and their other advisors, we identify strategies to help our clients keep more of what they have earned.

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Recent Blog Posts

Retirees receiving Social Security will see a small benefit increase in 2020.  Savers in qualified retirement plans (but not IRAs) will have the ability to put a bit more money away in 2020.

New Qualified Plan Limits and Social Security Adjustments for 2020 Announced

See our recap of October's key statistics and market commentary below. 

Noteworthy Numbers

The preliminary reading of third quarter GDP growth in the U.S. was 1.9%. This represented a deceleration in the economy, but still beat consensus expectations of 1.6%.

 

The Federal Reserve lowered the federal funds rate to 1.75%, its third rate cut in 2019. The Fed’s carefully worded statement seemed to indicate that they don’t plan to cut rates again soon.

  

The S&P 500 hit an all-time high on October 30th, peaking at 3049.01.

 

Investor Insights - November 2019

When it comes to depositing employer contributions into qualified retirement plans, we are often asked what the deadline is for making these contributions.  Believe it or not, that is not an easy question to answer.  I suppose one way to look at it is maybe there’s never really a deadline for depositing contributions.  As long as you don’t mind paying a penalty tax, losing or delaying a tax deduction, or going through an IRS or DOL correction program, you can make your deposit whenever you want!

That is not a helpful answer, of course.  What people want to know is, what’s the latest I can deposit my contribution without anything bad happening?  That is an excellent question worth looking into.

What Is the REAL Deadline for Making Plan Contributions?

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Resources

Access tools and insights to help build financial stability for your retirement.

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Download our eBook to see how you can uncover opportunities for tax savings.

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Collect and organize the information you need to develop a Retirement Lifestyle Plan.

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Our Team

At ACG, we’ve built a team of seasoned professionals that provide our clients with a depth of expertise, experience and hands-on support. We’re proud to introduce our team of highly certified advisors.

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