About Us
A Legacy of Trust, Built One Plan at a Time
Assured Concepts Group began with a belief: that financial guidance should be personal, precise, and proactive, not to sell products or move money around, but to solve financial challenges—before they happen.
After starting his career in insurance, founder David Schlossberg built Assured Concepts from the ground up in 1997, following a pivotal life transition that propelled him to apply the risk assessment and mitigation techniques that informed his insurance practice to a new approach in financial strategies. Redefining his practice as a holistic wealth and tax advisory firm, David set out to offer something rare: clear, caring guidance designed to help clients minimize losses and sustain their wealth.
Today, Assured Concepts stands as a trusted financial partner to individuals and families across the Chicago suburbs, with a special focus on risk-aware, long-term financial planning, including tax-efficient retirement income planning, wealth management for high-net-worth retirees, and estate planning for multi-generational wealth transfer.
A Holistic Approach Rooted in Purpose and Integrity
When you work with Assured Concepts Group, you benefit from the collective insight of a proactive team of professionals with a diverse range of expertise, decades of experience as financial specialists, educators, and industry thought leaders, and a shared commitment to helping you reach your goals.
As fiduciary financial advisors, we are free to offer truly independent advice. Unlike advisors who are tied to outside incentives or sales quotas, Assured Concepts Group has no corporate agenda. That means we can provide truly objective, unbiased guidance with your best interests front and center—no matter what.
Let’s Start a Conversation
We invite you to discover our holistic wealth management services, browse our educational resources, and learn about our approach. If something sparks a question, we’re here for you. Send us a message using the form below, give us a call, or schedule a zero-fee retirement consultation. We’re looking forward to meeting you and seeing if we are a good fit to help you plan with purpose.
Get In Touch
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.