David Schlossberg

Wealth Advisor

RFC, AIF, C(k)P at Assured Concepts Group, Ltd. in East Dundee, IL

About

David W. Schlossberg is the Senior Partner and a Private Wealth Advisor of Assured Concepts Group, Ltd., which provides financial and estate planning services on a national basis. Based in East Dundee, Illinois, David began a career in insurance and financial services in 1980 and started his own practice in 1983. David has acquired numerous professional certifications and memberships that center upon assisting his clients the growth, protection, and wise transference of their wealth. He is a Registered Financial Consultant, a Certified Estate Planning Professional, a member of the Society of Senior Advisors, an Elder Law Planning Specialist, and a registered Charitable Emissary for the National Community Foundation. He has spoken at national events for his peers, and written articles for industry based publications. He maintains a Series 6, 7, 63, and 66 securities licenses, Life/Health, Property/Casualty, Long Term Care, and Variable Insurance Licenses.

Address
1141 E. Main Street Suite 215 in East Dundee, IL 60118
Info
Languages: English
Year started: 1980

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Edna
Answered by David Schlossberg, RFC, AIF, C(k)P in East Dundee, IL
Everybody has a last will - the choice though is do you want to draft it now, or do you want the probate court to draft it for you. You can dictate the direction of yo...
Q&A
Asked by Lynn
Answered by Martin Leclerc, Financial Adviser in Bryn Mawr, PA
First, dividend payments by corporations are not a deductable expense. Therefore, dividends are paid from after-tax income by companies with profits. Second, any ...
Q&A
Asked by Alan
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
I would suggest you review this link to the IRS and also consult your accountant http://www.irs.gov/Retirement-Plans/One-Partic ipant-401(k)-Plans. It is a 401K plan ...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Commodities
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 6
Series 63
Series 7
Series 66

Associations

Financial Planners Association

Certifications

AIF
C(k)P
RFC

Accomplishments

Awards

Five Star Professional Award

Publications

Keeping Your Assets Safe
Contingent Annuities May Emerge as Income Option
The End of Trusts

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Senior Partner

Education

Boston University