Helping Minimize Your Losses & Maximize Your Financial Freedom
For over 27 years, Assured Concepts has been aiding hardworking individuals in solving financial problems both seen and unseen. We specialize in holistic wealth management and retirement income planning using tax-efficient retirement strategies, tailored to your unique financial situation to help prevent you from losing money to tax traps or missing key opportunities to grow and protect your wealth.
Our Holistic Wealth Management Philosophy
We make it our duty to help prepare you for the future so you can reap the true benefits of your hard work—comfort and peace of mind. Your wealth goes deeper than savings, and a plan to manage it needs to account for that depth. That’s why our approach integrates all five pillars of holistic wealth management into one plan designed to stem losses, harness timely strategies, and evolve with you over time.
Financial Planning
Using The Bucket Plan®, we segment your money for today, tomorrow, and the long term, applying strategies to help protect retirement savings from inflation.
Tax Management
We uncover ways to minimize taxes on retirement income to help secure your lifestyle and legacy, so you can enjoy your retirement.
Asset Management
We craft portfolios to support your needs while preserving your ability to take risks where they count—guided by your tolerance, not the market.
Legacy Planning
We help you build a strong and seamless legacy, ensuring your wealth gets passed on according to your wishes and in the most tax-efficient way possible.
Protection Planning
Whether it’s Medicare, long-term care, or another solution, we help protect the areas of your financial life most vulnerable to losses from life’s unexpected twists and turns.
Our Services
Tax Services
As seasoned tax specialists, we go beyond tax preparation to assess how every financial decision impacts your tax exposure now and in the future. Focusing on retirement-specific tax situations, from 401(k) vs. IRA rollover tax implications to Social Security tax reduction strategies, we work to monitor and mitigate tax liabilities year-round to help you preserve more of what you’ve earned.
Medicare Planning
From choosing the right plan to avoiding coverage gaps and penalties, we ensure your healthcare strategy aligns seamlessly with your overall retirement plan, helping you sidestep common Medicare mistakes that can cost retirees thousands.
Our Process:
Organizing Your Money with Purpose
The foundation of our retirement income planning strategy, The Bucket Plan® is the time-tested customizable framework we use to organize your assets. We divide your wealth into segments—or buckets—so you always know what’s safe to spend, what’s growing for the future, and what’s protected from life’s surprises and tax pitfalls.
Who We Are
Our team of multi-credentialed holistic financial professionals brings decades of experience in identifying and mitigating risks that can erode family wealth, while helping reduce retirement tax burden and coordinate estate planning for multi-generational wealth transfer.
Learning Hub
For us, education isn’t a side offering or marketing tactic but a core part of who we are. As recognized thought leaders with decades of experience as instructors, we are proud to translate complex financial concepts into clear, actionable guidance, delivered objectively.
Ready for a Plan You and Your Family Can Rely On?
Your financial future deserves more than guesswork. Our caring, experienced advisors are here to help protect what you’ve built and design a plan strong enough to support your life and legacy. Schedule your zero-fee retirement consultation today and take the first step toward a more confident financial future.
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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.
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