Who We Serve
Who We Serve
As a specialized wealth and tax advisory firm in the Greater Chicago area, we help high-net-worth individuals and families minimize their lifetime taxes, maximize retirement income, and protect their wealth for future generations. Whether you’re preparing for retirement, navigating a business transition, or focused on planning your legacy, we help you take the guesswork out of managing your financial future so you can live life with greater freedom and purpose.
Creating a stable and safe income once the paychecks go away. Tax-optimized to minimize losses and stay predictable long-term.
Minimizing excessive taxes that can erode your wealth in retirement. Some of our clients are surprised to learn that solving this issue does not require a reduction in your planned lifestyle, and in fact can often have the inverse result!
Mitigating the financial impact of unforeseen events. We build your plan to help protect against financial vulnerabilities due to unforeseen circumstances; for example, if one spouse passes prematurely and the surviving spouse is left with one Social Security check, possibly a reduced or eliminated pension, and an increased single filer tax base.
Making sure your family stays protected. We take all the steps to properly protect your wealth for your heirs—not the IRS, potential ex-spouses, or other creditors.
Common Challenges We Help You Solve
Creating a stable and safe income once the paychecks go away. Tax-optimized to minimize losses and stay predictable long-term.
Minimizing excessive taxes that can erode your wealth in retirement. Some of our clients are surprised to learn that solving this issue does not require a reduction in your planned lifestyle, and in fact can often have the inverse result!
Mitigating the financial impact of unforeseen events. We build your plan to help protect against financial vulnerabilities due to unforeseen circumstances; for example, if one spouse passes prematurely and the surviving spouse is left with one Social Security check, possibly a reduced or eliminated pension, and an increased single filer tax base.
Making sure your family stays protected. We take all the steps to properly protect your wealth for your heirs—not the IRS, potential ex-spouses, or other creditors.
Creating a stable and safe income once the paychecks go away.
Tax-optimized to minimize losses and stay predictable long-term.
Minimizing excessive taxes that can erode your wealth in retirement.
Some of our clients are surprised to learn that solving this issue does not require a reduction in your planned lifestyle, and in fact can often have the inverse result!
Mitigating the financial impact of unforeseen events.
We build your plan to help protect against financial vulnerabilities due to unforeseen circumstances; for example, if one spouse passes prematurely and the surviving spouse is left with one Social Security check, possibly a reduced or eliminated pension, and an increased single filer tax base.
Making sure your family stays protected.
We take all the steps to properly protect your wealth for your heirs—not the IRS, potential ex-spouses, or other creditors.
Is Our Firm the Right Fit?
At Assured Concepts Group, we’re proud to build lasting relationships with clients who value integrity, precision, and personalized financial guidance. While we welcome a diverse range of clients, we are uniquely positioned to serve the following:
Retirees and Pre-Retirees
If you're in your mid-50s or beyond, recently retired, or planning to retire within the next five years, and have at least $500,000 in investable assets, this is the time to create a holistic wealth management plan to help you achieve your goals now, soon, and later. Using The Bucket Plan®, we structure retirement income strategies to provide reliable cash flow, reduce tax exposure, and help insulate your assets from market volatility and other risks so you don’t risk outliving your wealth.
Business Owners
If you’re a business owner, your company is likely your largest asset—but is it secure? The truth is that traditional financial planning often overlooks one of the biggest risks to your business: the disparity in life expectancy between owner, partners, and employees. Without a thoughtful plan in place, this gap can create enormous challenges such as disputes over valuation, cash flow disruptions, and loss of control over your business’s future.
We help you make the most of what you’ve built with tailored strategies for buy-sell agreements, key person agreements, tax-efficient wealth transfer, and comprehensive exit and succession planning. Whether you’re preparing to retire, sell your business, or transition leadership to the next generation, our experienced professionals will help you create a clear, actionable plan to minimize losses and taxes while solidifying your legacy.
High Income Professionals
If you’re a successful professional seeking income protection, lifestyle planning in retirement, and tax mitigation, we are the firm for you. We proudly advise many high earners and high achievers, such as engineers, educators, IT specialists, and executives who appreciate our detail oriented and proactive service. With a risk-aware and forward-thinking approach, we implement advanced tax strategies to help safeguard your income streams and fuel your long-term goals.
Families Committed to Multigenerational Wealth Transfer
You’ve done the hard work of building a life and legacy to be proud of, and you deserve to preserve it and enjoy the peace of mind that comes from knowing your loved ones are cared for. We offer specialized support for families navigating complex financial decisions, including advanced trust planning, charitable giving, and family financial education, to help protect assets, minimize estate taxes, and ensure smooth wealth transfers to children and grandchildren.
You’ve Built Your Wealth—Now We’ll Help You Protect It
At Assured Concepts Group, we believe your next chapter should be your strongest yet. That’s why we take the time to truly understand what matters most to you—your family, your lifestyle, your legacy—and build a customized wealth plan that protects those values with integrity, precision, and care.
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.
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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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