Our Proven Holistic Wealth Management Process
Purposeful Planning, Built Around You
Financial planning isn’t one-size-fits-all. At Assured Concepts Group, our meticulous, highly personalized planning process works continuously to help minimize losses by mitigating risk exposure, helping ensure your wealth has the strength and structure it needs to last.
The Bucket Plan®
A Smarter Way to Structure Your Retirement
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. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
A Smarter Way to Structure Your Retirement
Now Bucket: Emergency cash and short-term income you’ll need in the next 1-3 years
Soon Bucket: Accessible savings you may need over the next 10 years
Later Bucket: Long-term growth, legacy, and inflation protection
This approach helps secure a steady income in retirement by replacing your paychecks with designated “safe money,” not money that’s exposed to market fluctuations. By ensuring you always have access to the right money at the right time, The Bucket Plan® works proactively to mitigate key risk factors—cash flow instability, unmanaged taxes, and economic turbulence—that could compromise a successful retirement.
The Grow, Keep, Leave Philosophy
We believe the best way to make money is to avoid losing it in the first place. Our protection-focused planning philosophy is centered around three core ways of helping you build, protect, and pass on your wealth with purpose and precision.
GROW
We aim to grow your assets through active investment management and disciplined risk oversight.
KEEP
We work to protect your wealth from the quiet threats that can erode it: taxation, inflation, market risk, and inefficient planning.
LEAVE
We assist with the complexities of generational wealth transfer, from minimizing family conflict to structuring efficient legacy funds.
Working With Us – What You Can Expect
Your Blueprint for Long-term Success
From our first consultation to the long-term implementation of your plan, here is what you can expect from working with us:
Discover
We’ll get to know you, your goals, and your current financial picture, answer any questions you may have, and determine whether we are a good fit for each other.
Design
We create and present a personalized planning blueprint proposal. Based on your financial situation and future goals, you will have a choice between:
- A foundational plan for retirement readiness and income distribution, or
- A full tax plan with detailed distribution strategy and legacy structure.
Deliver
If you would like to move forward with the plan we’ve created, we will establish our working relationship and put your blueprint into action. However, if you do not see value in the blueprint we created and choose not to move forward with the plan, we will waive the fee—no obligation, no pressure.
Dedicated
We become your advisory team for guiding tax, investment, and estate planning decisions year after year, with in-person meetings and adjusting your plan regularly as your life changes.
Working With Us – What You Can Expect
Your Blueprint for Long-term Success
From our first consultation to the long-term implementation of your plan, here is what you can expect from working with us:
Discover
We’ll get to know you, your goals, and your current financial picture, answer any questions you may have, and determine whether we are a good fit for each other.
Design
We create and present a personalized planning blueprint proposal. Based on your financial situation and future goals, you will have a choice between:
- A foundational plan for retirement readiness and income distribution, or
- A full tax plan with detailed distribution strategy and legacy structure.
Deliver
If you would like to move forward with the plan we’ve created, we will establish our working relationship and put your blueprint into action. However, if you do not see value in the blueprint we created and choose not to move forward with the plan, we will waive the fee—no obligation, no pressure.
Dedicated
We become your advisory team for guiding tax, investment, and estate planning decisions year after year, with in-person meetings and adjusting your plan regularly as your life changes.
Discover The Bucket Plan® Book
The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement offers a straightforward explanation of the planning approach we use every day with clients. It’s a helpful resource to deepen your understanding and see how the strategy applies to your own financial life. The Bucket Plan book was recognized by U.S. News & World Report as one of the top financial planning books of 2023 and listed among Entrepreneur.com’s top 15 books for retirement in 2024.
Our Commitment to You
As our valued client, you deserve nothing less than a clear, intentional strategy to guide your financial future, and the peace of mind that comes with knowing every piece fits. At Assured Concepts, no client gets a “set it and forget it” experience. Our team of experienced advisors combines diverse perspectives and credentials to anticipate challenges, solve complex problems, and keep your plan aligned as life changes. Connect with us now and let’s build a better financial future—together.
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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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