Assured Concepts Group Ltd.
New
New
About
We take a holistic approach to financial advisory services. While investment management is an important aspect of our services, that only represents a portion of our services. We provide advice on everything that can impact you financially. How to mitigate excessive tax erosion, how to protect your assets and family in the event of Long Term Care, liability issues, estate related issues. We review the rare cases when a mortgage is appropriate for seniors. Medicare options and pre-Medicare options are also covered by our reviews.
Highlights
5 employees
27 years in business
Serves Dundee Township , IL
No reviews (yet)
Ask this provider for references. There's no obligation to hire and we’re here to help your booking go smoothly.
Frequently asked questions
What is your typical process for working with a new customer?
Complimentary intitial consultation.
What education and/or training do you have that relates to your work?
Masters in Financial Planning, Registered Financial Consultant (RFC), Enrolled Agent (IRS EA certification).
Services offered
Wills And Estate Planning
Business Tax Preparation
Individual Tax Preparation
Financial Services And Planning