65 Tips | Assured Concepts Group

Are You Prepared for

Retirement?

Discover How Financial Experts and Seasoned Professionals Can Prepare You for Any Situation.

Discover the roadmap to a secure financial future with David’s latest booklet, “65 Tips to Retirement.” This invaluable guide is curated to empower you with actionable insights and strategies, ensuring you rest easy while navigating the intricate landscape of retirement planning. A must-have quick reference, this booklet is your companion in making informed decisions for a worry-free tomorrow. Download your copy now and embrace financial confidence like never before.

See How We've Helped Others

EXCELLENT

10 reviews on

Sheryl Taubin

2023-08-30

Assured Concepts Group has been so helpful and supportive, they have given me piece of mind and I am no longer in fear of my financial future. David and Tony are so knowledgeable, take their time to answer questions while giving the best options available for me to reach my financial goals. I trust them completely and would highly recommend them to anyone looking for people who are invested in you and your financial future.

Robert Dvorak

2023-08-23

Assured Concepts Group's David Schlossberg has been my financial advisor for the last 16 years. He is comprehensive, competent, and trustworthy.

Joni Barna

2023-08-14

We have worked with David for over 20 years, and he has consistently provided excellent guidance in all our financials needs. He has been proactive and very knowledgeable in all aspects of our financial plans.

Jim Rambert

2023-08-08

We have been with Assured Concepts for over 10 years and David and his staff have been able to inform and help us and our family retain and increase our retirement funds with lower taxes.

Michael Lerner

2023-08-04

As always, David you gave me all the info and advice I needed. We feel so lucky to have you as our advisor and friend!

Tony Polenzani

2023-08-04

I learned enough at David's seminar to know that I ought to have this man as my financial advisor. It's been 15 years and I'm glad I saw the light.

Theresa Naaf

2023-08-02

David Schlossberg has been my financial advisor for 8 years. He is knowledgeable, professional, caring, and trustworthy. He puts the client first and has always been there to answer any questions, clarify information, or suggest investments that would benefit me. I highly recommend this group.

Nancy Alfonso

2023-06-24

Honest straightforward advice. No sales pressure. Highly recommended.

Jennifer Baier

2023-06-14

Assured Concepts is very trustworthy and has proven to us to be knowledgeable and reliable. I highly recommend them for any of your financial or retirement needs.

Steve Klein

2022-10-17

I have great confidence in David's financial expertise and that he looks out for our best interest.

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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Disclaimer: The content is developed from sources believed to provide 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 or state 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. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Member FINRA/SIPC. 1141 E. Main St, Suite 215, East Dundee, IL 60118. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinest.com, member FINRA/SIPC, www.finra.org, www.sipc.com. 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.

Are You Prepared for

Retirement?

See How We've Helped Others

Read through the 65 Tips for Retirement