The APG Blog

Atlantic Planning Group Experiences Continued Growth

Posted by Atlantic Planning Group @ 9:55am on March 29, 2018

Michael Broderick and Chris Battersby, founders of Atlantic Planning Group, have recently hired two new financial advisors, Duke Martin and Chris Eppich, to join their growing firm.

“We are delighted to have Duke and Chris join the Atlantic Planning Group team,” said Broderick. “Their experience serving individuals and business owners is a great asset to our company and community.”

Prior to joining the firm, Duke Martin earned his Bachelor of Science in finance and marketing from Boston College in 2001 and went on to earn two designations from the American College...

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Five Star Professional Recognizes Atlantic Planning Group

Posted by Atlantic Planning Group @ 4:20pm on March 7, 2018

Atlantic Planning Group is delighted to announce that Michael Broderick, Christopher Battersby, Jason Vanderstreet, and Duke Martin have all been selected as Five Star Wealth Managers.

Five Star Professionals partnered with Boston Magazine to seek out wealth managers that provide the highest level of service to their clients. Winners of this great achievement are featured in both publications.

The Atlantic Planning Group team is very honored to receive this award. It is the seventh consecutive year that Michael Broderick and Christopher Battersby are being recognized as Five Star Wealth Managers, the fourth consecutive year Jason Vanderstreet has been recognized, and Duke Martin is a first-time recipient of the award.

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Tax Cuts and Jobs Act (H.R. 1)

Posted by Atlantic Planning Group @ 8:05am on February 2, 2018

The “Tax Cuts and Jobs Act” (TCJA) has been passed by Congress and signed by President Trump. TCJA contains major tax revisions to the federal Internal Revenue Code (IRC). This enactment followed Joint Conference Committee modifications to bills passed by each chamber in mid-December 2017.

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Tax Cuts and Jobs Act of 2017

Posted by Atlantic Planning Group @ 12:10pm on January 8, 2018

On December 22, 2017, President Trump signed the Tax Cuts and Jobs Act of 2017, securing a hard-fought victory on the legislative front for a Republican Congress stymied on other efforts during a tumultuous year. While the bill makes good on several key reform initiatives for the GOP, the price of passing legislation without any Democratic support whatsoever is a built in “kill switch” that sunsets major elements of the bill after eight (8) years. As a result, the ultimate fate of this latest round of tax reform appears tied to the economic benefits such reform has promised. Absent meaningful broad based cuts and improved growth in the private sector, it is likely that the GOP will not be in a position to secure a greater durability for the changes. While “permanence” of tax law is never assured, the automatic sunset introduces an additional wild card that makes effective tax planning a continuous challenge.

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Five Star Professional Recognizes Atlantic Planning Group

Posted by Atlantic Planning Group @ 3:00pm on August 26, 2017

Five Star Professional is delighted to announce that Jason Vanderstreet, Michael Broderick, and Christopher Battersby of Atlantic Planning Group have all been selected as Five Star Wealth Managers.

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Atlantic Planning Group Advisors Named to New York Life's Council

Posted by Atlantic Planning Group @ 3:00pm on August 26, 2017

Chris Battersby and Michael Broderick have been named members of the 2017 Chairman’s Council of New York Life. Members of the elite Chairman’s Council rank in the top three percent of New York Life’s elite sales force of more than 12,000 licensed agents in sales achievement.

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Michael Broderick Earns Retirement Income Certified Professional® (RICP®) Designation

Posted by Atlantic Planning Group @ 2:50pm on April 24, 2017

Michael Broderick, Managing Partner, Atlantic Planning Group has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services, Bryn Mawr, PA.

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