David Schlossberg, Certified Social Security Planner

David Schlossberg is a highly respected Senior Partner at Assured Concepts Group, Ltd., located in Illinois, bringing over 40 years of experience in wealth management and financial planning. As a self-employed professional since the age of 21, David truly understands the challenges of building and safeguarding wealth. His comprehensive approach goes beyond mere numbers; he focuses on the full picture—protecting what you've worked hard for while ensuring your financial legacy endures.

Having founded Assured Concepts Group in the Chicago area, David has dedicated his career to helping individuals and families navigate their financial journeys. His expertise lies in asset structuring, risk management, tax minimization, and legacy planning, empowering clients to retire with confidence and secure the future for their loved ones.

As a holder of the NSSA® Social Security certification, David Schlossberg brings specialized knowledge of Social Security planning to every client relationship.

David is a diversely credentialed advisor, boasting numerous accolades including Registered Financial Consultant (RFC), Enrolled Agent (EA), and National Social Security Advisor (NSSA®), among others. He rejects one-size-fits-all solutions, instead offering personalized guidance tailored to each client's unique situation.

A commitment to lifelong learning drives David to teach continuing education classes for CPAs and speak on crucial topics such as tax management and legacy planning. Featured in esteemed publications like The Wall Street Journal and Fortune, David has consistently been recognized with the Five Star Professional Award for 13 consecutive years (2013–2025). However, what he values most is building long-lasting relationships with clients who trust him to prioritize their financial well-being.

Discover how David Schlossberg and the Assured Concepts team can help you navigate your financial future. Visit www.assuredgroup.com for more information.

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