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

When an employee leaves a small company, the expectation is that he will withdraw his 401(k) money at the same time.  While former employees of larger companies often leave their 401(k) money in the plan until retirement, small companies have less tolerance for this since they don’t have large benefit departments or contract administrators equipped to keep track of and assist employees from long ago. 

Charging Fees to Terminated Plan Participants Okay in Some Cases

An investor’s strategic asset allocation is an investment portfolio’s target mix of different asset categories. Generally, a strategic asset allocation will be rebalanced, commonly annually, to ensure the current investment allocation is not significantly over or underweight a certain asset category. If an asset allocation deviates too much from a target allocation the investor may not be taking the appropriate risk for their given objective.

Why a Strategic Asset Allocation is Important

Not everybody is familiar with precise definitions of pension terms like Highly Compensated Employee, but most of us would agree that someone with an annual salary of $500,000 sounds like an HCE.  In most cases, we’d be right.  But there is one instance where someone can have that high a salary year after year and not be an HCE.  This can happen when his employer makes the top-paid group election. 

Top-Paid Group Election for HCEs May Help Plan Compliance Testing

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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.

Meet Our Team