Get to Know Our Firm

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.

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David Schlossberg EA, RFC®, AIF®, NSSA™

Senior Partner
david@assuredgroup.com
847-426-1077

David is a REGISTERED FINANCIAL CONSULTANT™ professional (RFC™), IRS credentialed Enrolled Agent, Investment Adviser Fiduciary, Certified Estate Planner, Certified 401(k) Professional™ (C[k]P™), and a member of the Society of Senior Advisors. He entered the financial services industry in 1980 and now holds all insurance licenses issued in Illinois as well as Series 6, 7, 63, and 66 securities licenses.

David focuses on fitting various investment and insurance products and management strategies uniquely to each clients specific needs. David enjoys getting involved inside the technical aspects of investments, insurance, taxation and estate planning matters.

Lawrence P. Strzelecki MBA, CFP®, AIF®

Partner
larry@assuredgroup.com
847-426-1077

Larry is a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary™. He completed the Certified Financial Planner Certification Education Program at Northwestern University. He received an MBA in Finance from Wayne State University and holds the Series 7 and 66 security licenses as well as insurance licenses for Life, Health and Long Term Care Insurance in Illinois. Larry enjoys providing unique planning services that enable individuals to make informed decisions and enjoy a comfortable retirement. 

Anthony Feucht

Partner – Investment Advisor Representative
tony@assuredgroup.com
847-426-1077

Anthony is an Investment Advisor Representative (IAR) with accreditations that include Series 6, 7, and 63 registrations, along with Health Insurance and Life Insurance licenses through the IDOI.

In his role at Assured Concepts Group, Anthony leverages his extensive experience to cater to clients’ holistic financial planning needs. Having dedicated 27 years to various management, sales, and leadership roles in the automotive industry highlighted by multiple client relations and performance recognition awards, Anthony brings a wealth of expertise to the financial services sector.

His passion for the industry is evident through nearly two decades of active participation in personal investing and assisting those in his circle with their financial endeavors. Formerly a dedicated client of the Assured Group for almost 15 years, Anthony seamlessly transitioned into a service role within the firm. Born and raised in Elgin, Illinois and residing in McHenry County for over 25 years with his wife and their two children, Anthony is very family oriented while being deeply rooted in the Chicagoland region.

Our Mission

At Assured Concepts Group, we have made a commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations at all times.

 

Experience and Skill

When you choose our financial planning services you benefit from obtaining comprehensive advice from a team of highly qualified professionals-individuals with past experience in addressing your particular financial needs. We focus on maintaining consistent contact with our clients to educate and inform so that sound decisions can be made going forward.

Independence & Objectivity

As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our independence is vital to delivering objective, unbiased recommendations. We offer our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

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Our Philosophy

“We believe that the best way to make money is to avoid losing it in the first place.”

The objectives of Assured Concepts Group is to help you GROW, KEEP and LEAVE your assets in the most efficient way possible that meets your values, goals, and personalized objectives.

 

GROW

Clients benefit from active asset management with constant risk oversight methods. The systems utilized at ACG rarely measure risk metric while seeking measurable growth of assets.

KEEP

Fighting against the erosion of your assets to excess taxation, inflation, excessive risk, and other concerns is an important aspect of wealth development and maintenance.

LEAVE

Clients often express a concern over effectively leaving assets behind while maintaining family unity rather than creating family division. ACG can assist with the intricate methods available to distribute to heirs.

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Why Choose ACG?

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.

Valuable Experience

Disciplined Asset Management

Independence and Objectivity

Cutting-Edge Technology