ASG Consulting Services
Experts in Workplace Wealth Management & Nonqualified Plan Strategies
When Traditional 401(k)s Are Not Enough
We focus on enhancing the advisory practices of select partnering advisors and supporting business leaders and organizations. Our solutions are designed to enhance enterprise value while helping top talent plan for financial independence.
Our workplace wealth management approach helps organizations and their leadership teams:
- Recruit, reward, and retain mission-critical employees with tailored strategies;
- Navigate the complexities of nonqualified deferred compensation planning;
- Develop advanced legacy planning and business succession strategies;
- Mitigate tax considerations through asset location planning; and
- Access an ecosystem of leading industry service providers and subject matter experts.
Our collaborative approach ensures execution remains aligned with strategy, driving successful long-term outcomes.
Our Proven Process: Discovery and Clarity Over Complexity and Inefficiency
At ASG, we believe prescription before diagnosis is malpractice so strategy must lead structure. That’s why we don’t start with products or providers. We start with purpose, people, and planning.
The ASG Workplace Wealth Management and Nonqualified Planning Process is a consultative journey built to align a firm’s long-term vision and leadership objectives with the needs of key talent. Whether you’re exploring your first nonqualified plan or refining an existing one, our approach delivers clarity, compliance, and confidence at every step.
From educating stakeholders to designing, funding, and monitoring your plan, our process puts you in control without taking everything on yourself.
Our workplace wealth management framework integrates qualified plans, nonqualified strategies, tax planning, investment management, and supplemental benefits into a coordinated system for long-term financial independence.
Your Trusted Partner for Strategic Business and Benefit Consulting Support
Founded by Jeffery Acheson, a nationally recognized authority in workplace wealth management and nonqualified deferred compensation planning, ASG Nonqualified Plan Consulting was built to assist financial professionals – not compete with them, while also serving organizations seeking independent, specialized expertise. By providing integrated expertise and resources, we help advisors and business leaders make better decisions and pursue exceptional long-term outcomes.
Our flexible business model provides financial services organizations, retirement plan consultants, individual advisors, and qualified business clients with access to a unique ecosystem of expertise, experience, and industry connections. With a commitment to collaboration, we focus on bringing maximum value to every relationship.
Whether supporting workplace-based strategies to recruit and retain mission-critical employees, addressing legacy planning needs, mitigating tax considerations through asset location planning, or designing business succession strategies, ASG Nonqualified Plan Consulting provides the expertise, resources, and relationships needed to deliver well-informed, customized solutions.
Choose ASG Nonqualified Plan Consulting as the trusted partner that elevates for advisors and organizations alike..
The Experts Behind ASG Nonqualified Plan Consulting
Jeffery Acheson is a nationally recognized expert and co-author of the NAPA Nonqualified Plan Consultant (NQPC) designation curriculum and the Nonqualified Deferred Compensation Answer Book. With decades of experience and a track record of thought leadership, he leads ASG Nonqualified Plan Consulting with a mission to support and empower financial professionals, their clients, and ASG’s direct clients.
Alongside Jeffery, our team includes seasoned experts such as Barry Downey, the Managing Partner of Smith & Downey, one of the nation’s leading law firms focused on employee benefits, executive compensation, and human resources law. Barry and his colleagues bring unparalleled legal insights into our ERISA and nonqualified deferred compensation consulting and planning. Collectively, they offer unmatched expertise to help you achieve your clients’ goals.
Explore detailed profiles of the ASG Nonqualified Plan Consulting team and discover the breadth of experience and insights we bring to every collaboration.