PWA : Atlantic Financial Group, LLC

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Atlantic Financial Group, LLC

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Tax-Favored Investing

Tuesday, November 6, 2018 | 1:00-5:00pm Eastern

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Main Office

8706 Commerce Dr., Suite #1
Easton, MD 21601


Salisbury Office

121 Davis Street
Salisbury, MD 21804

Brett M. Sause

CEO

Email Brett

(443) 249-3311

Cheri L. Burton

Office Manager

Email Cheri

(443) 249-3311

Ally Wheatley

Client Service Manager

Email Ally

(443) 249-3311

Teri Handley

Client Service Representative

(443) 249-3311

Molly Sause

Chief Financial Officer

Email Molly

(443) 249-3311

The Brett & Molly Sause Family Fund

In 2014 The Brett & Molly Sause Family Fund was established. This fund was created to benefit children in need from infancy to adolescence.

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The AFG Fishing Team

The Atlantic Financial Group Fishing Team is a group of friends and colleagues who enjoy the sport of fishing. They oftentimes compete in charity events, spending the day out on the water fishing, telling stories and raising money for great causes.

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Compass Regional Hospice & Compass Kids Camp New Dawn

Brett & his wife Molly support and donate to Compass Regional Hospice and Camp New Dawn. Compass Regional Hospice has been around since 1985. They provide care and compassion to people with a life-limiting illness. They also run an overnight camp called Camp New Dawn. This is a 3 day camp for children and teens who have lost someone they love. The campers learn healthy coping skills that will benefit them throughout their lives.

In December of 2015, Brett & Molly Sause donated $1,000 to the organization. Click here to read the full article.


Talbot County Chamber of Commerce

Atlantic Financial Group, LLC is a supporter of the Talbot County Chamber of Commerce. The Chamber represents over 800 businesses with their objective to protect, preserve and promote the business community in the county on the eastern shore of Maryland.


Queen Anne's County Chamber of Commerce

Atlantic Financial Group, LLC is a supporter of the Queen Anne's County Chamber of Commerce. The chamber works on improving the well being and quality of life for the county, including its residents and visitors, through continued growth of local businesses.


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Brett & Molly Sause Family Charitable Fund

In 2014 the Brett & Molly Sause Family Charitable Fund was established. This fund was created to benefit children in need from infancy to adolescence.

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The Nautilus Navigator

Trends in estate, business and charitable planning.

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Mainstay Market Pulse

At Atlantic Financial Group, LLC we are committed to providing you with the products, tools, and resources you need to manage your financial future. As such, we are pleased to share the latest edition of MainStay Market Pulse—a monthly video series from our professional resource at MainStay Investments that provides timely insights on the economy and financial markets. For your convenience, a link to the video is provided above, just click on the image and the video will open in a new window. We hope you find it useful and informative.

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The Atlantic Financial Group Fishing Team

The Atlantic Financial Group Fishing Team is a group of friends and colleagues who enjoy the sport of fishing. They oftentimes compete in charity events, spending the day out on the water fishing, telling stories and raising money for great causes.

Read More

4 Reasons Why A Life Insurance Policy Can Help With Retirement

Americans have a lot of questions that worry them when they think about retirement. Will their savings hold out? Will Social Security still be around? Will healthcare costs gouge a great hole in their finances?

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Are You Leaving Your Beneficiaries a Tax Time Bomb?

When it comes to retirement – and to passing on whatever wealth you’ve accumulated to a spouse or the next generation – you may think you’ve thought of everything.

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