Empowering Your Future with Secure Insurance and Investments
At American Atlantic LLC, we are dedicated to helping individuals and business owners in the USA tackle their most pressing financial challenges.
Unlock Financial Security with Our Expert Guide
Read our comprehensive guide to discover the immense value of our tailored insurance and investment strategies. Seize the opportunity to secure your financial future now.
Comprehensive Financial Planning Services
Our comprehensive financial planning services are tailored to meet the unique needs of individuals and business owners in the USA. We focus on secure insurance and investments to help you manage your finances and plan for retirement with confidence. Our team of experts is dedicated to providing solutions that align with your financial goals.
Our Services
What We Do For Clients
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. Give us a call and ask about our Revocable Living Trusts!
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan and annuity, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on an annuity plan for you.
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Spend Down Protection
Protection Against using Home Spend Down
KNOW YOUR OPTIONS
Medicaid is a program that helps pay for medical assistance for certain individuals and families with low incomes and resources. This program became law in 1965 and is jointly funded by the Federal and State governments (including the District of Columbia and the Territories) to assist States in providing medical long-term care assistance to people who meet certain eligibility criteria.Medicaid is the largest source of funding for medical and health-related services for people with limited income. It is health insurance that helps many people who can't afford medical care pay for some or all of their medical bills. Good health is important to everyone. If you can't afford to pay for medical care right now, Medicaid can make it possible for you to get the care that you need so that you can get healthy – and stay healthy.
Medicaid is available only to certain low-income individuals and families who fit into an eligibility group that is recognized by federal and state law. Medicaid does not pay money to you; instead, it sends payments directly to your health care providers. Depending on your state's rules, you may also be asked to pay a small part of the cost (co-payment) for some medical services.
BE PROTECTED
We understand the important role that Medicaid plays in the lives of so many retirees. That is why we have gone to great lengths to protect retirees by teaching and guiding them through the different options.You may qualify and not even know it! Call or email us and find out.
- Guaranteed Income
- Save On Taxes
- Probate Protection
- Smart Giving
- Life For The Living
Tailored Insurance Solutions
We offer tailored insurance solutions designed to protect what matters most to you. Whether you're an individual or a business owner our policies are crafted to provide maximum coverage and peace of mind. Trust us to secure your assets and safeguard your future.
Books
Our comprehensive insurance and investment solutions are designed to secure your financial future, manage your finances effectively, and plan for a comfortable retirement. Let us guide you towards a more secure tomorrow.
Building Financial Fences
By: Mark Wagner
On a farm, you build fences to protect what matters to you. It is the same with our financial lives. We need fences that will protect the resources we value and keep influences away that will deplete the assets. In Building Financial Fences, Mark Wagner will help you: • Build confidence in your retirement planning
Get Your Copy Now!
Life's Final Gate
By: Mark Wagner
One of life’s most difficult experiences is the passing of a someone you love. It can be painful, fearful and confusing. Knowing what to expect won’t make the experience any easier but preparing yourself will soften the blow and raise your confidence for the myriad of decisions you will face. Life’s Final Gate will help you.
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Don't Worry, Retire Happy
By: Tom Hegna
With Contributions from: Mark Wagner
You've read Mark Wagner's Building Financial Fences, and now that your cash cow is secure, you want to remain content while learning more strategies. Look no further than Don't Worry, Retire Happy to ensure your fences are keeping your investments safe!
Get Your Copy Now!Expert Investment Strategies for Businesses
Our expert investment strategies are designed to help businesses grow and thrive. We offer personalized investment advice that aligns with your business goals, ensuring sustainable growth and financial stability. Let us be your partner in success.
Client Testimonials
Mark Wagner has continually met our demands and has exceeded our expectations. I would highly recommend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice.
-Robert B.
We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in satisficing the death claim settlement and making sure that my mom had an income stream for the rest of her life.
-Mr. Burfield
I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients.
-E.B. Attorney at Law
Conscientious of tax implications of moving investments
-J.R. CPA, CFE
My mother was concerned that my brother, who was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind.
-S.B.
Professional Financial Planning in the USA to Secure Your Future
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Subscribe NowAmerican Atlantic LLC, based in Girard, Ohio, is a comprehensive provider of insurance and investment services. We offer a wide range of financial planning, insurance, and investment solutions across the USA, serving clients from coast to coast.