Atrium Financial Services

Atrium Financial Services

New
Offers online services
New
Offers online services

About

I've been a holistic financial advisor for the past 16 years. who provides comprehensive financial planning (fee based and one-time) advice to clients. The role of a holistic financial advisor is to help clients achieve their financial goals by analyzing their financial situation, identifying potential risks, and developing a customized financial plan that takes into account all aspects of their financial life. We also provide wealth management and life insurance.


Highlights

Hired 1 time
5 employees
18 years in business
Serves Cherry Hill , NJ
Offers online services

Social media


Details

Comfort with finances

Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances

Career stage

Entry-level / Junior, Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired

Annual income

$100,000 - $150,000, $150,000 - $250,000, Greater than $250,000

Service type

General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds

Photos and videos


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    Frequently asked questions

    How was your retirement strategy created?

    Luck? Or Planning? Watch.

    Advisor Site (yournextphase.com)

    Please see my LinkedIn profile:

    https://www.linkedin.com/in/thomasvmarino/

    Fee Range

    $500 - $1,000 per year

    afer 20 years in corporate finance, I entered the business in 2007.

    Clients looking to be better at budegeting their monthly income.

    Those looking for retirement income or are near retirement and need a solution how to create income from the assets they have collected.

    Athletes that want free life insurance.

    Very active in Obstacle Course raceing and a member of Team USA OCR.

     8 out of 10 people have a difficult time creating a budget.  it's a skill you can hire me to help.  It is one on the best skills you can have in retirement. 

    Do you know your monthly expenses?  Can you list them each month? 

    Do you need guaranteed income?

    Do you know what longevity risk is? or sequetial risk is?

    What is a safe withdrawal rate?


    Services offered

    Financial Services And Planning