A Legacy of Trust, Built One Plan at a Time
Assured Concepts Group began with a belief: that financial guidance should be personal, precise, and proactive, not to sell products or move money around, but to solve financial challenges—before they happen.
After starting his career in insurance, founder David Schlossberg built Assured Concepts from the ground up in 1997, following a pivotal life transition that propelled him to apply the risk assessment and mitigation techniques that informed his insurance practice to a new approach in financial strategies. Redefining his practice as a holistic wealth and tax advisory firm, David set out to offer something rare: clear, caring guidance designed to help clients minimize losses and sustain their wealth.
Today, Assured Concepts stands as a trusted financial partner to individuals and families across the Chicago suburbs, with a special focus on risk-aware, long-term financial planning, including tax-efficient retirement income planning, wealth management for high-net-worth retirees, and estate planning for multi-generational wealth transfer.
A Holistic Approach Rooted in Purpose and Integrity
When you work with Assured Concepts Group, you benefit from the collective insight of a proactive team of professionals with a diverse range of expertise, decades of experience as financial specialists, educators, and industry thought leaders, and a shared commitment to helping you reach your goals.
As fiduciary financial advisors, we are free to offer truly independent advice. Unlike advisors who are tied to outside incentives or sales quotas, Assured Concepts Group has no corporate agenda. That means we can provide truly objective, unbiased guidance with your best interests front and center—no matter what.
