Atlas Advisory Group, LLC assists affluent individuals and families with life insurance, investment management, and estate planning solutions designed to help maximize their income in retirement and ultimately transfer their legacies to future generations in the most efficient manner.
With a team of dedicated professionals and extensive experience in the industry, Atlas Advisory Group is committed to working effectively with attorneys, accountants, and a financial team to design and implement efficient, long-term wealth management strategies for our clients.
The Value of a Holistic Advisor
Life In A Box
Social Security - Maximize Your Benefits
The terrorist attacks forever changed the way this professional manages life insurance clients.
After David McKnight taught us about the 0% tax bracket in his book The Power of Zero, he followed it up with his new tax-savings strategy book Look Before You LIRP....
21 Commerce Drive Suite 301
Cranford, NJ 07016
Toll Free: 855.343.2224