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Our Firm

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

 

Latest News

LifeHealth Pro: One advisor lost 51 clients, then delivered 30 checks after 9/11

The terrorist attacks forever changed the way this professional manages life insurance clients.

 

Look Before You LIRP

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....

'Storm' Hits Life Insurers

Low interest rates, squeezed profits and longer life spans have created a "perfect storm" for life insurance firms and their policyholders...

 

 

Annuity Awareness

Atlas Advisory Group wants to help you prepare to retire as comfortably as possible....

Contact Us

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21 Commerce Drive Suite 301
Cranford, NJ 07016
908.272.8819
Fax: 908.272.0704
Toll Free: 855.343.2224