Retirement Planning

We develop the blueprint for the two stages of retirement which involves the preparation time and the actual transition and new normal phases. This involves the best ways to save, when to retire, the most effective ways to take an income stream out of your portfolio and important decisions around pensions, company stock, social security and medicare.

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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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(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.