Group 401K

Our partner, Lincoln Financial Advisors, through its wealth accumulation and protection business, is a leading provider of financial services: Annuities, life insurance, 401(k) and 403 (b) plans, 529 savings plans, mutual funds, managed accounts, institutional investments, financial planning and advisory services. At Atlas Financial, we have Certified Financial Practitioners available to discuss business strategies for:

  • Key Employee Benefits
  • Sophisticated 401 (k) and Pension Programs
  • Buy/Sell Agreement Funding
  • Stock Redemption
  • Business Succession Planning