Personalized Holistic Planning, Built Specifically For You

2023 Five Star Wealth Manager award for David Schlossberg
Member of Ed Slott's Master Elite IRA Advisor Group
Professional Plan Consultant (PPC) designation, established 2005
Admitted to practice before the IRS as an Enrolled Agent

Services

Aerial view of city streets with pedestrians crossing

Diversified Offerings

Desk with laptops and financial planning documents

Financial Planning

Sailing on the ocean, representing tax services

Tax Services

Why Choose ACG?

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Assured Concepts Group.

Briefcase icon representing valuable financial experience at Assured Concepts Group

Valuable Experience

Pie chart icon illustrating disciplined asset management services

Disciplined Asset Management

Traveler icon symbolizing independence and objective financial guidance

Independence and Objectivity

Laptop icon showcasing cutting-edge technology in financial planning tools

Cutting-Edge Technology

Blog

Organization Tips to Help Take Time off Taxes

Organization Tips to Help Take Time off Taxes

It’s tax season! And though it comes at the same time each year, many Americans still file for tax extensions. Whether you choose to work with a tax professional or file on your own, staying organized... ...more

Tax Planning

June 12, 20253 min read

Retirement nearing? Do these 5 things first.

Retirement nearing? Do these 5 things first.

What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. ...more

Retirement ,Tax Planning Family Savings &Lifestyle

June 12, 20254 min read

A Guide to Pensions & Retirement Benefits

A Guide to Pensions & Retirement Benefits

How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the f... ...more

Retirement ,Investments &Tax Planning

June 12, 20257 min read

Welcome to Assured Concepts Group, Ltd.

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Assured Concepts Group, Ltd., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Join my insider's list!

You'll get updates and actionable info straight to your inbox!

By signing up you'll also receive access to future resources right in your inbox.


Check the background of your financial professional on FINRA’s website: BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.

Copyright © 2025 Assured Concepts Group, Ltd. All Rights Reserved.