With Our Clients Every Step Of The Way

Preparing for Retirement

Retirement Planning for People Nearing Retirement

If you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.

Retirement Planing

During Retirement

Retirement Planning for People During Retirement

If you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.

Retirement Planing

Widows

Financial Advisors for Widows.
We’ll help you get through this.

We understand the widow’s financial journey, and we help prioritize what you should focus on and when in the context of your natural evolution through this challenging time. Our checklists and tools help prioritize what needs to be done and when, so you can better navigate this life transition, whatever stage you may be in.

Financial Planning For Widows

Business Owners

Retirement Planning for People During Retirement

Just because you are retired does not mean there is not planning to do. These days people are finding that they spend more years in retirement than they spent in the workplace. Ongoing financial planning can help those already retired take actions to avoid mistakes during retirement years.

Planning For Business Professionals

Professionals

Retirement Planning for People Nearing Retirement

If you’re planning to retire within the next 10 years and want to make sure you stay on track, we can help. We work with many people close to retirement to help set clear retirement goals and aspirations, maximize and preserve savings, and create an effective retirement income plan.

Planing For Professionals

We are with you when life changes

We guide you through life transitions when the implications of your decisions matter most.

Learn About Us

Planning During Life’s Transitions

Transitions require smart financial decisions which are interrelated, complex and that don’t create irrevocable consequences. During these times a smart partner who is looking out for your best interest can help you understand the best path forward.

  • Retirement
  • Relocation
  • Widowhood
  • Divorce
  • Second Marriage
  • Sudden Wealth

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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.

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Let’s Get Introduced

(941) 879-9290

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.

If you need some guidance or if you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out our contact form here, or schedule a meeting to get started.