ATA Financial Group LLC. BBB Business Review

(610) 433-3866

Senior and Estate Planning


Senior/Estate Planning

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You have worked hard your whole life and now it’s time to enjoy the fruits of your labor.Our Senior/Estate Planning Services enable you to enjoy your retirement. We implement a plan to ensure you are generating enough income from all of your available sources, while preserving your assets from potential creditors.

ATA Financial Group Senior/Estate Planning Services

  • Wills and trust planning
  • Asset preservation
  • Income generation
  • Long-term care
  • Medicare/Medicaid planning
  • Legacy and Charitable Funding
  • Special Needs plans
  • Gift and Inheritance advice

ATA Financial

                                                                                                                                                                   

 

 *Bullet Points of Services We offer*

Wealth Management

Financial Advice

Retirement & Senior Planning

Insurance & Risk Management

 

 Kent C. Newhart

*President* *Link to Message from President

 

 

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