Risk Protection

We identify the catastrophic risks in your life to help you determine how to protect you and your family. Often insurance may be the answer. We determine the correct type and amount of insurance you require. We work with insurance agents, attorneys and accountants to ensure the most cost-effective product is purchased.

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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.