Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® Email and Phone Number
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® work email
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Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® personal email
Brett Sause is the Founder and CEO of Atlantic Financial Group, LLC, a boutique financial services firm headquartered in Easton, MD. AFG, LLC works primarily with business owners, physicians, and the marine and boating industry to help my clients through a process that Starts With A Plan™. A process designed to help our clients crystallize their financial goals and objectives while assisting them to accumulate, preserve and protect their wealth.The Atlantic Financial Group started in 1999, shortly after starting my financial services career. Since then, to best serve our clients' needs, Sause has prioritized continuing education and learning opportunities. Sause has received numerous advanced financial designations, including Life Underwriter Training Council Fellow (LUTCF®), Long Term Care Professional (LTCP®), Certified in Long Term Care (CLTC®), Financial Services Certified Professional (FSCP®), Life and Annuity Certified Professional (LACP®). Brett has also been recognized as Agent of the Year for over a decade by the Baltimore/Annapolis General Office of New York Life Insurance Company.Philanthropic involvement is a priority to the Sause family and me. Brett and his wife Molly formed the Brett & Molly Sause Family Charitable Fund in 2014 to benefit children in need from infancy to adolescence. Sause is also a member of the MDRT Foundation as a "Royal Order Excalibur Knight" of the MDRT Foundation – the most prestigious donor level one can achieve within the organization. Capt. Sause is also an Eagle Scout and a life member of the National Eagle Scout Association, and in 2014, I was named the Eagle Scout CEO of the Year. Outside of the office, Sause is an avid yachting & maritime enthusiast, and he holds a USCG Master Merchant Mariner 100 (GRT) credential with a commercial towing endorsement. Sause loves spending time on the Chesapeake Bay and surrounding waters with my family and friends. Brett and Molly live in Oxford, MD, with daughter Emily and our two Goldendoodles.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
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CeoAtlantic Financial Group, Llc Jul 1999 - PresentEaston, Maryland, UsOur MissionAtlantic Financial Group, LLC is a boutique wealth management 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 specialize in * Qualified Retirement Plans * Retirement Income Planning * Estate Planning * Charitable Giving * Wealth Management 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. *Financial Adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Atlantic Financial Group, LLC is not owned or operated by Eagle Strategies LLC or its affiliates. 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.CONTACT INFORMATIONProfile URL: LinkedIn.com/in/BrettMSauseWebsite URL: www.AtlanticFinancialGroup.orgPhone: 443-249-3311Email: brett@atlanticfinancialgroup.orgAddress: 8706 Commerce Dr., Suite #1 | Easton, MD 21601Facebook: https://www.facebook.com/ATLANTICFINANCIALGROUP.ORGTwitter: https://twitter.com/BrettMSause
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Member AgentThe Nautilus Group® Jan 2010 - PresentAs a Member Agent of The Nautilus Group®, I have exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning. The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high-net worth families and business owners on estate, business and charitable planning objectives. ----Brett M. Sause 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 (#0L96281), MD, DE, VA, PA, FL, GA & NC. No insurance business may be conducted outside these states referenced. Brett M. Sause is a Registered Representatives 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(410) 321-6161 In this regard, this communication is strictly intended for individuals residing in the state of MD. No offers may be made or accepted from any resident outside the specific state referenced. Brett M. Sause is Licensed to offer mutual funds and variable products.
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® Skills
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® Education Details
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United States Sailing AssociationOffshore Safety At Sea Course -
Charter Captain CoursesMarine Science/Merchant Marine Officer
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Anne Arundel Community CollegeBusiness Management
Frequently Asked Questions about Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp®
What company does Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® work for?
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® works for Atlantic Financial Group, Llc
What is Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp®'s role at the current company?
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp®'s current role is CEO of Atlantic Financial Group, LLC and Captain.
What is Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp®'s email address?
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp®'s email address is bs****@****ife.com
What schools did Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® attend?
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® attended United States Sailing Association, Charter Captain Courses, Anne Arundel Community College.
What skills is Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® known for?
Capt. Brett M. Sause Lutcf®, Ltcp®, Cltc®, Fscp®, Lacp® has skills like Estate Planning, Life Insurance, Insurance, Retirement, Long Term Care, Investments, Mutual Funds, Financial Services, 401k, Finance, Small Business, Disability Insurance.
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