Atlantic Financial Group, LLC

Atlantic Financial Group, LLC is a boutique financial services business with expansive alliances and resources, committed to understanding our clients, in order to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client’s best interests at all times.


It Starts With A Plan

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.

http://www.onlinemmbc.com/bsause

Specialties:
Estate Planning
Plans for Long Term Care
Retirement Planning
Charitable Giving
401(k) Rollovers

Brett M. Sause is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Maryland, Delaware, Virginia, Pennsylvania, Florida, Virginia, Georgia & North Carolina. No insurance business may be conducted outside these states referenced.

Brett M. Sause is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 8706 Commerce Drive, Suite #1 Easton, MD 21601-6903 (410)321-6161 In this regard, this communication is strictly intended for individuals residing in the state of Maryland. No offers may be made or accepted from any resident outside the specific state referenced. Brett M. Sause is Licensed to offer mutual funds and variable products.

The Nautilus Group®, its member agents or employees may not give legal, tax, or accounting advice. For advice on such matters, everyone should seek and rely upon the counsel of his or her own professional advisors. The Nautilus Group is a service of New York Life Insurance Company.

Atlantic Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.
Neither Atlantic Financial Group LLC, New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions.