Our Proven Holistic Wealth
Management Process

Purposeful Planning, Built Around You

Financial planning isn’t one-size-fits-all. At Assured Concepts Group, our meticulous, highly personalized planning process works continuously to help minimize losses by mitigating risk exposure, helping ensure your wealth has the strength and structure it needs to last.
The Bucket Plan®

A Smarter Way to Structure Your Retirement

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Assured Concepts Group, Ltd., we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

A Smarter Way to Structure Your Retirement

  1. Now Bucket: Emergency cash and short-term income you’ll need in the next 1-3 years
  2. Soon Bucket: Accessible savings you may need over the next 10 years
  3. Later Bucket: Long-term growth, legacy, and inflation protection

This approach helps secure a steady income in retirement by replacing your paychecks with designated “safe money,” not money that’s exposed to market fluctuations. By ensuring you always have access to the right money at the right time, The Bucket Plan® works proactively to mitigate key risk factors—cash flow instability, unmanaged taxes, and economic turbulence—that could compromise a successful retirement.

The Grow, Keep, Leave Philosophy

We believe the best way to make money is to avoid losing it in the first place. Our protection-focused planning philosophy is centered around three core ways of helping you build, protect, and pass on your wealth with purpose and precision.

GROW

We aim to grow your assets through active investment management and disciplined risk oversight.

KEEP

We work to protect your wealth from the quiet threats that can erode it: taxation, inflation, market risk, and inefficient planning.

LEAVE

We assist with the complexities of generational wealth transfer, from minimizing family conflict to structuring efficient legacy funds.

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.

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.

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.

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.

Discover The Bucket Plan® Book

The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement offers a straightforward explanation of the planning approach we use every day with clients. It’s a helpful resource to deepen your understanding and see how the strategy applies to your own financial life. The Bucket Plan book was recognized by U.S. News & World Report as one of the top financial planning books of 2023 and listed among Entrepreneur.com’s top 15 books for retirement in 2024.

Our Commitment to You

As our valued client, you deserve nothing less than a clear, intentional strategy to guide your financial future, and the peace of mind that comes with knowing every piece fits. At Assured Concepts, no client gets a “set it and forget it” experience. Our team of experienced advisors combines diverse perspectives and credentials to anticipate challenges, solve complex problems, and keep your plan aligned as life changes. Connect with us now and let’s build a better financial future—together.

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