Our Founder

Experience That Connects the Pieces

David’s professional experience includes financial planning, retirement income planning, tax planning, investment management, risk management and legacy planning.

His credentials include:

• Enrolled Agent (EA)
• Registered Financial Consultant ( RFC®)
• Accredited Investment Fiduciary (AIF®)
• National Social Security Advisor (NSSA™)
• Certified Estate Planner (CEP)
• Certified 401(k) Professional™ (C[k]P™)
• Bucket Plan Certified

He also has extensive specialized education in retirement and IRA planning.

David’s clients often come to him with questions that don’t fit neatly into one financial category:

• “Can I retire?”
• “How much can I spend without running out of money?”
• “Should I take Social Security now or wait?”
• “Should I convert some of my IRA to a Roth?”
• “How do I reduce the taxes I’ll pay during retirement?”
• “What happens to my spouse if I die first?”
• “How do I make sure my children and grandchildren receive what I’ve worked to build?”

David’s role is to help clients understand the connections between those decisions and build a plan around the whole picture.

Educating Beyond the Office

David is also committed to financial education. He serves as a co-host of WGN Radio 720’s “Your Money Matters,” where he discusses retirement planning, taxes, investments, estate planning and other financial issues affecting people preparing for and living in retirement.

He also hosts and contributes to educational financial content designed to make complex financial topics easier to understand.

Why Clients Work With David

After decades in the profession, David believes that good financial planning is not about predicting what the future will do.

It is about preparing for the possibilities.

That means identifying risks, understanding tradeoffs, coordinating decisions and revisiting the plan as life changes.

For David, the goal is simple:

Help clients make informed financial decisions today while keeping tomorrow— and the people they care about—in view.

Serving Chicago’s Northwest Suburbs

Assured Concepts Group serves individuals and families throughout Chicago’s northwest suburbs and greater Chicagoland from its office in East Dundee, Illinois.