We design a financial plan that is derived from “your best life” where we help you identify and prioritize your needs and goals – from when you want to retire, buying a vacation home, funding your grandchildren’s college.
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Laura Mattia and Stephen Craffen, partners at Atlas Fiduciary Financial cover topics related to financial planning, investing and what to look for when you hire an advisor.
For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.