Welcome to the finale of our two-part conversation with Jeff Acheson.

A parable about saving starfish opens this profound conversation with Jeff, who shares his journey of transforming devastating personal loss into purposeful action. After losing his daughter Amber two years ago, Jeff founded Amber’s Aces to partner with ROX (Ruling Our Experiences), an organization dedicated to building confidence and self-esteem in young women. Through tears and powerful insights, he reveals how “Amber is not here, but she’s not gone,” as her legacy continues through this mission to help girls overcome the same struggles she faced.

Jeff breaks barriers by openly discussing grief, mental health, and emotional intelligence in the retirement industry, creating pathways for others to share their experiences. His perspective bridges gender divides, reminding us that mental health affects everyone.

His approach shifts from curative to preventative mental health support, channeling grief into meaningful change that extends far beyond one life. Learn how you can support this mission by visiting our website to find information about ROX and Amber’s Aces.

Guest Bio:
After 46 years in financial services, investment management, and retirement planning, I’ve chosen to focus the most strategic chapter of my career on entities and professionals I deeply respect—law firms, lawyers, and lobbyists. Our shared commitment to precision, discipline, and excellence makes serving the legal community both a professional and personal mission.

As CEO of the Advanced Strategies Group (ASG), I’m leading a targeted effort to modernize retention and retirement strategies in the legal industry. Too many plans offered them still follow one-size-fits-all templates that ignore the complexity and sophistication today’s legal professionals require. That’s why I developed the Law Firm Benefits and Planning Platform. These solutions are powered by The Attorney’s Edge, our virtual-first planning platform, and ASG MAPS—an investment strategy framework built to optimize 401(k) outcomes for high-balance participants.

I hold seven professional designations as validation of my commitment to being a trusted authority in my field, and I’m a past president of both National Association of Plan Advisors and the American Retirement Association. I also co-authored the NAPA Nonqualified Plan Consultant (NQPC) designation curriculum and serve as a consultant to my peers in this space.

ASG’s history was built beyond the legal sector, but today we’re fully invested in serving it—offering a sophisticated alternative to the status quo.

The focus of my personal life is on pursuing my definition of Ikigai and helping others find theirs in loving memory of my daughter Amber, who couldn’t find hers.

Connect with Jeff Acheson:

Amber’s ACE’s for ROX, LinkedIn

Connect with Theresa and Ivana:

Theresa, True Strategy Consultants: tsc-consultants.com
LinkedIn @treeconti, Insta @tscconsultants

Ivana, Courageous Being: courageousbeing.com
LinkedIn @ivipol, Insta @courbeing

SITP team, Step Into The Pivot: stepintothepivot.com
LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot