Financial Goals Archives | Assured Concepts Group

Financial Planning, Wealth & Tax Advisory

Four Estate Planning Strategies to Ensure Your Wealth Stays in Your Family’s Hands

Preserving and protecting your wealth for future generations is a noble goal for any family. Estate planning allows you to leave a legacy while ensuring your assets are transferred seamlessly and per your wishes.

The Retirees Guide to Understanding Tax Management

As you approach retirement age, you may start to worry about how much of your hard-earned wealth will go toward paying taxes. Fortunately, there are proactive strategies you can implement to minimize the amount of taxes you owe over time and protect your wealth from erosion. This is where tax management comes in.

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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.

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