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Financial Planning, Wealth & Tax Advisory

Diversified Offerings

Financial Planning, Wealth & Tax Advisory

Our combination of licenses, registrations, and special education qualify us to work with all types of financial products. There is virtually no investment vehicle we cannot utilize if the circumstances call for it – simple or complex. Our process takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments.

We also offer our clients a variety of valuable services, including:

  • Comprehensive financial lifestyle planning
  • Legacy, estate, and philanthropy planning
  • Tax minimization strategies
  • Risk management and asset protection
  • Enhanced portfolio reporting
  • Frequent communication and education
  • Real-time web access to clients
  • Weekly market updates
  • Quarterly market updates
  • Bi-annual client updates
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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. 

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

 

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