Advanced Strategies Group Revenue
Financial Services • 
Powell, Ohio, United States • 1-10 Employees
Advanced Strategies Group revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at Advanced Strategies Group
Brooke Holden
Vp | Director Of Financial Planning Services
Company overview
| Headquarters | 7540 Sawmill Pkwy, Suite E, Powell, Ohio 43065, US |
| Phone number | +18889446384 |
| Website | |
| NAICS | 52 |
| SIC | 722 |
| Keywords | Financial Advisor, Fee Based Financial Planning, Holistic Wealth Management, Corporate Asset Management, Nonqualified Deferred Compensation Plans, Fee Based Financial Planning Platforms, Financial Independence Coach, Financial Wellness Coach, Key Employee/Executive Benefit Consultants, Qualified Plan Fiduciary Advisors |
| Founded | 2017 |
| Employees | 1-10 |
Advanced Strategies Group Email Formats
Advanced Strategies Group uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@mystrategyteam.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@mystrategyteam.com | 50% |
{first name}.{last name} | john.doe@mystrategyteam.com | 50% |
About Advanced Strategies Group
Our primary focus is on consulting with financially successful attorneys, lobbyists, and similar professional profiles who are interested in strategies that protect their income and assets from creditors, predators, pretenders, and confiscators. Many financially successful attorneys turn to Cash Balance Pension Plans, even with their inherent employee funding and administrative costs, to accumulate sufficient capital on a tax-advantaged basis to help fund a worry-free lifestyle in retirement. Little do they realize that provisions in the 2017 Tax Cuts and Jobs Act and the 2020 SECURE Act could make these plans the epitome of tax inefficiency. In many situations, the annual tax savings realized from deductible plan contributions will be negated by higher lifetime tax liabilities on their cumulative retirement distributions. This impact may be exacerbated by the income and estate taxes owed by heirs after their death. What if there was a Cash Balance Plan alternative without contribution limits, Roth IRA attributes enabling tax-free retirement income and pre-retirement liquidity, no required employee contributions and no TPA administrative costs? Visit our website to learn about the Attorney Life Income Plan. Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP) member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Advanced Strategies Group, LLC are not affiliated. https://www.finra.org/#/ https://www.sipc.org/
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Advanced Strategies Group has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Advanced Strategies Group has never raised funding before.
Advanced Strategies Group Tech Stack
Discover the technologies and tools that power Advanced Strategies Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Caching
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Analytics
Analytics
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