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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It is generally the case that the more compensation one earns, the bigger the contributions and benefits he may receive from a qualified retirement plan. The limits on salary deferrals in 401(k) plans, annual additions in defined contribution plans, and annual benefits paid from defined benefit plans are capped at 100% of compensation. Deductible contributions to a defined contribution plan are also limited to a percentage of total payroll.
Occasionally, we will have a business owner client who does not wish
Can You Have a Maximum DB Plan Without Much Current Compensation? Yes, SIR!
The IRS, Pension Benefit Guaranty Corporation (PBGC) and Social Security Administration (SSA) have announced 2019 contribution and benefit limits and other numbers of interest. Many of these can be found here. Most limits and thresholds will see modest increases in 2019.
Qualified Plan, IRA and Social Security Limits Announced for 2019
See our recap of October's key statistics and market commentary below.
Investor Insights - November 2018
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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.
Meet Our Team