Wealth Planning by Design

ACG – The Advisor Consulting Group (“ACG”) was created in 1998 by a group of successful financial service professionals.  The principals of ACG have established a national reputation as client and advisor advocates working in tandem with the client’s team of advisors.  The value of collaboration teams helps clients throughout the planning process and creates exponential results.

Acknowledging that gaps do occur between a client and the advisor, ACG helps bridge those gaps by interpreting and communicating what is really important to the client, while translating industry jargon and clarifying goals and objectives for the client and the professional advisors. By serving as translators and facilitators, ACG helps to ensure that all of the planning team members are on the same page. ACG is considered an extension of the client, their attorney, their CPA, and all other client selected team members.

Collaboration allows for better communication. By working with all team members, we facilitate the delivery of extraordinary results for the client.  ACG will translate technical language and complex strategies so the client understands what is being discussed and in what context while allowing the client to be more involved in their planning process.  ACG and the other team members understand that by working together they are able to gather more of the underlying goals and objectives of the client and do so quicker than they could alone.  ACG asks the questions that the client is either too embarrassed to ask or did not even know should be asked.

Greater results are made possible by leveraging the intellectual capital of all the client’s advisors simultaneously, enabling the client to benefit from a more thorough and seamless planning process.  In addition, the client saves time and money by ensuring that everyone understands the objectives as a team, rather than having different advisors hearing different things at different times with different interpretations.  With this process in place the client gains clarity and confidence which results in less time and more benefit, all due to the coordinated planning efforts of the entire team.