Financial Planning, Wealth & Tax Advisory

Financial Planning

We create strategies tailored to your unique and specific goals.

Tax Services

Without any conflicts of interest we put your needs and priorities first.

Diversified Offerings

We enjoy building trusted relationships that span generations.

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.

Why Choose Us?

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.

Clients that Rest Assured

Dottie C.
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"They have a way of putting complex ideas into common language with real world examples"
Mike M
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"The scope of the groups knowledge and the fact that they were able to provide different solutions to different problems, rather than a 'one shoe fits everybody' approach"
Dorothy C.
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"Competent, full menu of financial services. Good at explaining and simplifying complex ideas. On top of latest tax laws and investment opportunities."
Charles G.
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"David is caring, compassionate, a straight shooter, has integrity and listens. Looks at what is best to meet the client’s needs. Readily available to answer questions. Never makes you feel inadequate."
Jen B.
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"Assured Concepts Group is active with our investments, and we feel they always have our best interests in mind for our specific goals."

The Power of Tax Management

Articles

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.

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