The ASC Group
Applied Strategies and Counsel Inc. is a wealth management firm headquartered
in Scottsdale, Arizona with East Coast operations located in Philadelphia, Pennsylvania.
We consult a limited number of wealthy individuals, families, and businesses and
offer customized services that we design to meet specific needs and priorities.
Our History
Applied Strategies and Counsel has evolved out of Corporate Financial Services
(CFS), one of the industry’s most successful financial advisory firms.
Charles Hollander, the President of the ASC Group, began building a financial
services practice at CFS under the guidance of one of the industry’s most
respected leaders and innovators, Sidney Friedman. Mr. Friedman, who Forbes magazine
once called “ one of corporate America’s most powerful people”,
passed on not only his wisdom but also many of his strategic relationships to
Mr. Hollander.
As the practice grew with more clients, the firm realized the importance of
differentiating between the client’s lifetime goals and the client’s
financial goals. There may be many ways to advise a client on how to sell a business,
but the right recommendation always requires a good understanding of where the
client is headed afterwards.
One client’s whole planning strategy shifted dramatically when the firm
discovered the client’s desire to retire early, purchase a yacht and actually
sail around the world. In another case, the firm discovered a problem in the beneficiary
designation that would not have been discovered without close questioning. The
need to achieve clarity around the client’s true objectives was driven home
again very recently when a wealthy widow could have saved $800,000 in taxes on
the sale of a business if her advisors had ascertained her charitable intent.
The firm developed The Lifetime NavigatorSM as a tool for the company and other
professional advisors so they could capture these issues before irrevocable planning
decisions are made. The Lifetime NavigatorSM is a five stage consultative process
that is designed to identify the client's lifetime goals and design a financial
plan to serve those goals. Just as a compass aligns a traveler’s directional
planning with a fixed coordinate system, The Lifetime NavigatorSM system aligns
a client's financial planning with a central goal system.
The Lifetime NavigatorSM is just one of the proprietary systems now offered
through Applied Strategies and Counsel, Inc. As our company branding suggests,
we counsel our clients with strategies designed to achieve the things they value
the most.
The concepts that led to the formation of Applied Strategies and Counsel, Inc.
and The ASC Group have evolved over the course of a 17 year career in the industry
for Mr. Hollander. As the firm evolved from selling financial products to learning
advanced planning strategies, a culture and core offering at the firm was developed
that focused on the value of giving advice. Most recently the company has grown
from providing comprehensive business advice to providing practice management
consulting to other advisors and enjoying the value of sharing expertise with
other professionals. The ASC Group is the latest milestone in this progression.
The ASC Group provides an outsourcing opportunity for other professional advisors
We welcome you to explore how you might benefit from our experience, knowledge,
advice and services.
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