Assured Concepts Group Ltd.
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
28 years in business
Serves Dundee Township, IL
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$80,000 - $100,000, $100,000 - $150,000, $150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, Trusts or estate planning, Annuities, Mutual funds
No reviews (yet)
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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
Financial Services And Planning
Wills And Estate Planning
Individual Tax Preparation
Business Tax Preparation