David Schlossberg
RFC®, AIF® | Senior Partner
David is a REGISTERED FINANCIAL CONSULTANT™ professional, Certified Estate Planner, a Certified Estate Planning Professional, a member of the Society of Senior Advisors, an Elder Law Planning Specialist, and a registered Charitable Emissary for the National Community Foundation, and was conferred the Accredited Investment Fiduciary™ designation by Fi360.
He founded Assured Concepts Group, Ltd. to provide Financial and Estate Planning, and Executive Benefit services. With 28 years of financial services experience, his clientele has expanded from the Chicago area to include clients all across the nation, from Virginia to California.
He is a Registered Representative and Financial Advisor offering securities through fsic. Member FINRA/SIPC, and has a Series 6,7,63 and 66 registrations.In addition, he is licensed in Life, Health, Disability,and Long-Term Care Insurance.
He lectures on a regular basis on financial matters at various universities, and is a frequent guest speaker for various groups such as the National Republican Committee and National Association of Retired Federal Employees, and the Senior Advisor Expo. He has been asked to be a featured contributor and author on several articles that have been published in the newspapers, major magazines such as BusinessWeek, as well as industry publications.
Lawrence P. Strzelecki
MBA, CFP®, AIF® | Partner
Larry is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary™. He completed the Certified Financial Planner Certification Education Program at Northwestern University, the Accredited Investment Fiduciary Program through the Center for Fiduciary Studies which is associated with the University of Pittsburg, and has an MBA in Finance from Wayne State University.
He is a Registered Representative and Financial Advisor offering securities through fsic, Member FINRA/SIPC, and has a Series 7 and 66 registrations through fsic. In addition, he is licensed in Life, Health, Disability, and Long-Term Care Insurance.
In addition to working with individuals to enjoy a comfortable retirement, he teaches Retirement Planning Classes and is a professional educator of CPA’s.
Prior to his career in Financial Services he had a successful career in Corporate Financial Planning and Analysis, including CFO of amulti-million dollar corporation. He has over 30 years experience in finance and financial services.
