Assured Concepts Group, Ltd. provides personalized Financial Planning, Retirement and Estate Planning, Investment, and Insurance services through our primary partners with a combined 30 years of experience:
- David Schlossberg, RFC®, AIF® – Senior Partner
- Lawrence P. Strzelecki, MBA, CFP® – Partner
We are committed to helping you pursue your long-term goals. As professionals in Retirement Planning and Estate Conservation, we can help you answer questions you may have about your financial future, such as:
- Will I have steady stream of income in retirement?
- How much money will I need to retire?
- How can I position my investments for less risk and volatility?
- How can I protect those I care about?
- How can I get the most out of my 401K?
- What do I need to know about wills, trusts, and probate?
- Will I pay too much in taxes?
- Will our business survive without one of the partners?
As financial professionals we can help you solve your problems. Our goal is to provide you confidence in working with professionals that are knowledgeable and focus on our clients best interests. We have access to an incredible tool-belt of financial products and services, and our recommendations will be tailored to your individual needs.
Contact us to schedule a complimentary meeting to discuss your concerns.
We are committed to our clients for the long-term!
