As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to minimize estate taxes, fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then design a strategy that can best help you meet your objectives.
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.
Christopher Battersby and Michael Broderick (CA Ins. Lic. #OB51202) are agents 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 AL, CA, CT, GA, FL, MA, NC, NH, NJ, PA, RI, and VA. No insurance business may be conducted outside these states.
Christopher Battersby and Michael Broderick are Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA and VT. No offers may be made or accepted from any resident outside the specific states referenced.
The Atlantic Planning Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Atlantic Planning Group, LLC is a seperately registered as an investment adviser offering financial planning services in Massachusetts.
Christopher Battersby and Michael Broderick are also separately registered as investment adviser representatives under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA and VT. As such, these services are strictly intended for individuals residing in these states.
