Special Needs Planning

 

  menu

Phone: (850) 542-4803

Free Portfolio Risk Analysis Newsletter Sign-Up

Call Us Today! (850) 542-4803

• Who We Are
  • Planning Team
  • Investment Team
  • Our Firm
• What We Do
  • Personal Solutions
  • Business Solutions
  • Investment Solutions
  • Special Needs Planning
  • Navigating Income Tax
  • Life plan for your business®
• How We Do It
  • Key Resources
  • Our Process
• Educational Resources
  • Informational Guides
  • Blog
  • Video Learning Library
  • In The News
• Contact

 

Schedule a Consultation

.

Schedule a Consultation

Call us or fill out the form below to schedule an appointment. We look forward to meeting with you!

Phone: (850) 542-4803

 

.

Newsletter Sign-Up

.

 

Our Location

125 W. Romana Street, Suite 720
Pensacola, FL 32502

Contact Us

Phone: (850) 542-4803

 

Andrew Martin and L. Grant Murphy are agents licensed to sell insurance through New York Life Insurance Company and may be collectively licensed with various other independent insurance companies in the states of AL, AZ, FL, GA, LA, MA, MS, NC, NY, OH, PA, SC, TN, TX, VA. No insurance business may be conducted outside of these states referenced.

Andrew Martin and L. Grant Murphy are also separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of FL, TX, AL, AZ, DE, GA, LA, MA, MS, NC, OK, PA, SC, and TN. As such, these services are strictly intended for individuals residing in these states.

Andrew Martin and L. Grant Murphy are Registered Representatives of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency 1110 Montlimar Drive, Suite 1010, Mobile, AL 36609 251-460-4606. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, DE, FL, GA, LA, MA, MS, NC, NY, OH, OK, PA, SC, TN, TX, VA. No offers may be made or accepted from any resident outside the specific states referenced.

Andrew Martin is a Member Agent of the Nautilus Group, a service of New York Life Insurance Company.

Atlas Financial Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Atlas Financial Strategies LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.