Understanding Types of 401(k) Notices and When to Take Action
If you’re unfamiliar with the ins and outs of 401(k)s, you may not know which notices should move you to act and which are purely
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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.
Senior Partner
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.
Partner
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.
Partner – Investment Advisor Representative
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.
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.
“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.
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.
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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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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.
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