Atlantic Financial Group, LLC is a Industry leader in: 401(k) Rollovers * Estate Planning * Charitable Giving & Extended Care Making sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow and because we know your objectives may change over time, we approach long-term planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a strategy that evolves with you and results in a well-coordinated series of recommendations that can be easily implemented. For a free second opinion on your current plan, just simply give us a call.
Year founded: 1999
