Caiqin Li's Contact Details

Caiqin Li's Company Details

Atlantic Financial Group

, N/A, US • 5 - 9 Employees
Financial Services

Our MissionAtlantic Financial Group, LLC is a boutique financial services firm with broad alliances and resources committed to understanding our clients to design personalized tax strategies to accumulate, preserve, and protect their wealth and income. Our core focus is maintaining our client's best interests at all times.It Starts With A PlanTMMaking sure you get the proper recommendation starts with taking an in-depth look at where you are today and where you want to be tomorrow. And because we know your objectives may change over time, we approach long-­term planning as a dynamic, ongoing process that must accommodate changes in your circumstances, tax laws, and changes in the marketplace. We concentrate on Retirement Income Planning, Qualified Retirement Plans, Estate Planning, Charitable Giving, and Long Term Care. Brett Sause is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with other independent unaffiliated insurance companies.Brett Sause is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company. 8706 Commerce DriveSuite #1Easton, MD 21601(443)249-3311 Brett Sause is not licensed in all jurisdictions. Atlantic Financial Group, LLC is not owned or operated by New York Life Insurance Company or its affiliates.