Who We Serve

As a specialized wealth and tax advisory firm in the Greater Chicago area, we help high-net-worth individuals and families minimize their lifetime taxes, maximize retirement income, and protect their wealth for future generations. Whether you’re preparing for retirement, navigating a business transition, or focused on planning your legacy, we help you take the guesswork out of managing your financial future so you can live life with greater freedom and purpose.

Common Challenges We Help You Solve

Creating a stable and safe income once the paychecks go away.

Tax-optimized to minimize losses and stay predictable long-term.

Mitigating the financial impact of unforeseen events.

We build your plan to help protect against financial vulnerabilities due to unforeseen circumstances; for example, if one spouse passes prematurely and the surviving spouse is left with one Social Security check, possibly a reduced or eliminated pension, and an increased single filer tax base.

Minimizing excessive taxes that can erode your wealth in retirement.

Some of our clients are surprised to learn that solving this issue does not require a reduction in your planned lifestyle, and in fact can often have the inverse result!

Making sure your family stays protected.

We take all the steps to properly protect your wealth for your heirs—not the IRS, potential ex-spouses, or other creditors.

Is Our Firm the Right Fit?

At Assured Concepts Group, we’re proud to build lasting relationships with clients who value integrity, precision, and personalized financial guidance. While we welcome a diverse range of clients, we are uniquely positioned to serve the following:

Retirees and Pre-Retirees

If you’re in your mid-50s or beyond, recently retired, or planning to retire within the next five years, and have at least $500,000 in investable assets, this is the time to create a holistic wealth management plan to help you achieve your goals now, soon, and later. Using The Bucket Plan®, we structure retirement income strategies to provide reliable cash flow, reduce tax exposure, and help insulate your assets from market volatility and other risks so you don’t risk outliving your wealth.

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Business Owners

If you’re a business owner, your company is likely your largest asset—but is it secure? The truth is that traditional financial planning often overlooks one of the biggest risks to your business: the disparity in life expectancy between owner, partners, and employees. Without a thoughtful plan in place, this gap can create enormous challenges such as disputes over valuation, cash flow disruptions, and loss of control over your business’s future.

We help you make the most of what you’ve built with tailored strategies for buy-sell agreements, key person agreements, tax-efficient wealth transfer, and comprehensive exit and succession planning. Whether you’re preparing to retire, sell your business, or transition leadership to the next generation, our experienced professionals will help you create a clear, actionable plan to minimize losses and taxes while solidifying your legacy.

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High Income Professionals

If you’re a successful professional seeking income protection, lifestyle planning in retirement, and tax mitigation, we are the firm for you. We proudly advise many high earners and high achievers, such as engineers, educators, IT specialists, and executives who appreciate our detail oriented and proactive service. With a risk-aware and forward-thinking approach, we implement advanced tax strategies to help safeguard your income streams and fuel your long-term goals.

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Families Committed to Multigenerational Wealth Transfer

You’ve done the hard work of building a life and legacy to be proud of, and you deserve to preserve it and enjoy the peace of mind that comes from knowing your loved ones are cared for. We offer specialized support for families navigating complex financial decisions, including advanced trust planning, charitable giving, and family financial education, to help protect assets, minimize estate taxes, and ensure smooth wealth transfers to children and grandchildren.

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You’ve Built Your Wealth—Now We’ll Help You Protect It

At Assured Concepts Group, we believe your next chapter should be your strongest yet. That’s why we take the time to truly understand what matters most to you—your family, your lifestyle, your legacy—and build a customized wealth plan that protects those values with integrity, precision, and care.

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