The Five Star Wealth Manager and Five Star Investment Professional awards recognize professionals in the financial services industry who are committed to excellence.
David Schlossberg has been recognized as a recipient for 11 consecutive years.
There are approximately 500 members throughout the country armed with current, cutting-edge IRA information to help service their clients and clients’ families, and our firm is among them. Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institution, consumers and media across the country.
A PPC™ has studied the evolving role of the retirement plan advisor, how to define plan success, fiduciary roles and responsibilities, investment selection and monitoring, service provider due diligence, participant communications, plan administration issues, and how to implement a prudent decision-making process.
With this knowledge, a PPC™ can help retirement plan sponsors navigate the legal and regulatory landscape, implement an efficient process for plan administration, and help plan participants and beneficiaries achieve their retirement goals. Clients and prospects can trust that the PPC™ Designation means the provider has the knowledge and the ability to provide these services at the highest level of excellence.
An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service by either passing a three-part comprehensive IRS test covering individual and business tax returns, or through experience as a former IRS employee. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.
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.
The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. The basic exclusion amount
Maybe, but don’t overdo it
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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