FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. or https://adviserinfo.sec.gov/

What’s Your Plan for Financial Independence?

"Everybody has a plan. Some are by design and some are by default. Designed plans thoughtfully pursue pre-determined outcomes. Default plans are typically driven by a decision not to plan and usually lead to unintended and unwanted consequences. What kind of plan do you have?"

Jeff Acheson CPWA®, CFP®, CPFA, AIF®, CEPA®
Financial Independence Coach to Individuals and Business Owners

What's Our Value Proposition?

A Financial Independence Focused Platform of Partners, Planning, Products and Services.

Our team is dedicated to building personalized plans and strategies for each of our client’s unique needs, situations and perspectives. Our primary goals are to first listen and understand, then find executable ways to help our clients simplify their lives, save them time and money, improve their projected outcomes and, most importantly, be there when they need us.

If the pieces of your personal or business puzzle are not snapping together in a manner that provides a clear path to your desired outcomes, let us help you make that happen. We can assist in charting and navigating a clear course forward that you can have confidence in.

Simply call or reach out to us below to schedule a complimentary get-acquainted conversation to discuss your goals and objectives and determine if we are a good fit to help you develop your own personalized plan for financial independence.

ASG Financial Independence Platform
Core Services

Holistic Wealth Management

Our advanced planning expertise and resources allow us to help people of means manage assets through their lifetimes pursuing a balance between growth opportunities, capital preservation, risk management and tax-efficient income. Inherent in our planning approach within this kind of relationship are strategies that also address any multi-generational, legacy and charitable goals and objectives our clients may have.

Qualified Plan Fiduciary Advisors

Simply put, we help retirement plan sponsors design and maintain exceptional retirement plans that seek to MAXIMIZE participant outcomes, MINIMIZE plan sponsor responsibilities and MANAGE fiduciary liability exposures in a COST-EFFECTIVE manner.

Key Employee/Executive Benefit Consultants

Human and Intellectual Capital are increasingly critical components of a company’s viability, potential and valuation. We are always seeking ways, both innovative and traditional, to help a business recruit, reward and retain those identified as mission critical drivers of an organization's success, enterprise value and impact on the marketplace.

Business Owner Exit & Succession Planning

According to the Exit Planning Institute, 76% of small business owners intend to transition out of their businesses over the next 10 years but the vast majority don’t have a written plan of how to do so with many having no plan at all. As a result, most businesses don’t sell for full value, if they sell at all. ASG stands ready to support those business owners who want a trusted advisor to quarterback a team focused on helping them maximize, transition and monetize the value of their lifetime of work.

Corporate Asset Management

A healthy business has financial assets on their balance sheet as contingency capital for opportunities and emergencies. Creating and managing a fortress balance sheet requires expertise that can deliver innovative and creative strategies that navigate complicated GAAP guidelines, liquidity requirements and corporate covenants.

Fee Based Financial Planning Platforms

We believe every working American deserves and needs a personalized plan for achieving financial independence. Our approach starts with delivering access to an affordable planning platform that can span a lifetime of career changes, personal and family evolutions and even potential geographic relocations. Our Financial Independence Platform of Partners, Products and Services provides the guidance, tools and resources needed to design and execute a thoughtful and visualized path to financial success.

Your Strategy Team

Jeff Acheson, CEO

CPWA®, CFP®, CPFA, AIF®, CEPA®

Financial Independence Coach

Jeff’s 40+ year career path in the financial services industry has created a value proposition that is an exceptional and diversified integration of credentialed education, experience based knowledge and industry leadership. His fiduciary based business model focuses on enhancing his ability to be a trusted advisor to retirement plan sponsors, high net worth individuals and families, businesses and their mission critical employees. In addition to working with clients, Jeff is also the Chief Business Development Officer for Independent Financial Partners.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Jody Henley, COO

CPFA

Director - Client Experience & Digital Outreach

Jody is responsible for coordinating the wide ranging and intricate details behind our service model and providing a concierge level of service to all parties interacting with the firm. Jody excels at project management and providing timely, knowledgeable and personalized service to clients, partnering advisors, vetted service providers along with providing "air traffic control" for Jeff and his schedule. Jody is FINRA Series 7 & 66 Licensed and Life, Health and Variable Annuity Insurance Licensed in Ohio.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Elle Moser

CPFA

Director - Business Development & Financial Wellness Coach

Elle is a graduate of the University of Illinois at Urbana-Champaign, with over 10 years’ experience in hospitality, meeting sales, and customer service with leading hotel corporations. During this time, Elle developed a passion for identifying and working towards client goals, employing a counselor style approach to achieving successful outcomes. It is this mindset, combined with the knowledge attained through intensive industry and firm training, that Elle brings to the field of financial services and her value proposition as a Financial Wellness Coach within the Advanced Strategies Group. Elle is Series 65 licensed.

https://adviserinfo.sec.gov/: Check the background of investment professionals associated with this site on: https://adviserinfo.sec.gov/

Tyler Acheson

CPFA

Director - Business Development & Financial Wellness Coach

Tyler has been in the hospitality and service industry for 17 years. His hard work, creativity and leadership helped him become a partner within a restaurant group in the Tampa Bay area. He helped build the brand through his dedication to customer service and love for helping others. As his career progressed, he realized how much he liked the financial side of the business and decided to build upon that passion and refocus on helping people with their journey to their financial independence. Tyler is Series 65 Licensed and Life, Health and Variable Annuity Insurance Licensed in Florida.

https://adviserinfo.sec.gov/: Check the background of investment professionals associated with this site on: https://adviserinfo.sec.gov/

Todd Anderson

Financial Planning Coordinator

Todd is a graduate of The Ohio State University (OSU) with a BA in history. While at OSU he also earned a commission in the United States Army through the school’s ROTC program. He went on to serve in the Army for 12 years, which included combat deployments to Iraq and Afghanistan. As a Commissioned Officer, he served in a variety of leadership, intelligence and planning functions before his honorable discharge in 2014. After the Army, he came back to Columbus and took on a role as a Specialty Claims Adjustor with Nationwide Insurance. Todd is now working within ASG helping coordinate its financial planning deliverables while completing the coursework and experience requirements associated with becoming a Certified Financial Planner.

Pete Nunley

CFA™

Director - Asset Management
IFP Asset Management

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps advisors with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not alliliated with Advanced Strategies Group.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Aaron Gilman

CFA®, CFP®

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not alliliated with Advanced Strategies Group.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Ready to Talk to Us?

We welcome the opportunity to visit with you to learn about your goals and objectives and determine if our value proposition is a good fit. Your consultation will be confidential and you are under no obligation to retain our services. Please click the button below to schedule your initial complimentary consultation.