Schedule Appointment with Assured Concepts Group, Ltd.

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Assured Concepts Group, Ltd. started life as a complete financial planning firm in East Dundee, Illinois. As we branched out geographically and with more diverse and comprehensive financial services, ACG never forgot our core competency, but recognize that tax advisory services have always been an integral part of our "big picture" approach. To that end, we felt compelled to add tax management services to the mix.

ACG's tax services will be tailored to the needs of each client who need tax, charitable and / or estate planning advice and servicing. Assured Concept Group is affiliated with Tax Plan For Wealth, Inc, a tax advisory firm that prepares multi-decade tax strategy plans.

Phone Consultation

30 minutes

Educational Classes

Social Security Choices Educational Event

2 hours

David Schlossberg, RFC, AIF, NSSA, EA of Assured Concepts Group, Ltd. has been requested to present a workshop aiding the community by outlining the 567 different election options for Social Security retirement benefits, and helping each attendee gain an understanding of how best to mazimize their own benefits.

David is uniquely qualified to present this material following his training and certification as a National Social Security Advisor. (NSSA: https://www.premiernssa.com/certification/)

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Taxes In Retirement Class

2 hours

David Schlossberg, RFC, AIF, NSSA, EA of Assured Concepts Group, Ltd. has been requested to present a workshop aiding the community by outlining how to protect yourself from the income tax erosion that commonly occurs in retirement. Less taxes means more wealth.

David is uniquely qualified to present this material following his training and certification as an Enrolled Agent of the IRS IRS: (https://www.irs.gov/tax-professionals/enrolled-agents/enrolled-agent-information)

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Existing Client - Illinois

Existing Client Mini-Appointment - IL Office

30 minutes

Financial Client Review Appointment - IL Office

1 hour 30 minutes

For existing clients of Assured Concepts Group Financial Planning services that want to schedule an appointment via our online scheduler, please select this option.

Existing Client - Web/Phone

Financial Client Review Appointment (Via Web/Phone)

1 hour

For existing clients of Assured Concepts Group Financial Planning services that want to schedule an appointment via our online scheduler for a web based meeting or for an extended phone consultation, please select this option.

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