Co-Founder and Managing Member

• Sep 1997 - Present

Atlantic Planning Group is a financial services firm that is dedicated to providing businesses and affluent individuals and families with innovative financial solutions. For more than two decades, we have been designing and implementing custom-tailored financial strategies with a high level of competency and integrity for our clients. OUR MISSION To build long-term relationships by continually adding value and deliberately exceeding expectations. OUR OBJECTIVES - To clarify your goals so you can make confident decisions - To customize your plan with tailored solutions – always managed, always monitored - To develop a long-term relationship to grow trust, loyalty and value OUR COMMITMENT - To help you organize and simplify your complex lives. - To deliver the clarity and knowledge to make confident financial decisions in today’s dynamic landscape. - To get you to see the next phase in your life as your wealth and business grow. Show less

Financial Adviser

• Jan 1995 - Present

Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provide sophisticated wealth management services by designing customized investment solutions that address my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allows me to provide the continuous financial guidance needed to help my clients achieve long-term financial success. --------------------- Michael Broderick (CA Ins. Lic. #OB51202 is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, CT, GA, FL, MA, ME, NH, NJ, NY, PA, RI, and VA. No insurance business may be conducted outside these states. He is also a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, ME, NH, NJ, NY, PA, RI, and VA. No offers may be made or accepted from any resident outside the specific states referenced. Atlantic Planning Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Atlantic Planning Group, LLC is a separately registered as an investment adviser offering financial planning services in Massachusetts. Michael is registered as investment adviser representative offering certain advisory services under Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, CT, FL, GA, MA, NH, NJ, NY, PA, RI, and VA. As such, these services are strictly intended for individuals residing in these states. Neither The Atlantic Planning Group, LLC its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation. Show less

Financial Planner

• 1987 - 1995

Real Estate Broker

• Jan 1985 - Jan 1987

Property Manager

• Jan 1984 - Jan 1985