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Business Solutions

Establishing a strong financial foundation for your business is about more than monitoring cash flow and meeting quarterly goals. Many have to consider how to recruit and maintain top employees, protect the company against legal action, and create a succession strategy for the future. At Atlantic Planning Group, we understand the intricacies involved with running a business, and we’re here to offer customized solutions that support your company’s entire financial picture. 

We’ll analyze where your business is now and talk about where you’d like to be in the future, both personally and professionally, so we have a clear picture of all your needs and goals. As a business owner, you rely on the success of your company to ensure your personal finances stay on track, and your personal goals often influence your business. That’s why we help you see the whole picture as we develop customized strategies to help you meet your objectives.

We’ll identify potential gaps and areas of improvement, then help you find the right solutions to support the success of your business and your future. We offer innovative solutions and tools to ensure you have everything you need for each stage of your business’s growth. Some of our services for business owners are outlined below.

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Executive Benefits
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Succession Planning
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Key Person Insurance
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Funding Buy-Sell Agreements
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Funding Deferred Compensation

Our Location


201 Jones Road, Suite 620
Waltham, MA 02451

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Get in Touch


781-894-7000
APG@AtlanticPlanning.com

Disclosure

Chris Battersby 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 (CA Insurance License #0H35472), CT, DC, FL, IL, IN, MA, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chris Battersby is licensed and authorized to offer insurance in California, but Atlantic Planning Group may not be. For additional information on California licensure status, please click here.

Chris Battersby is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Ste 620, Waltham, MA, 02451, 781-894-7000. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Chris Battersby is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Atlantic Planning Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Atlantic Planning Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • WHO WE ARE
    • Our Firm
    • Our Team
    • Strategic Alliances
    • Community Involvement
  • WHAT WE DO
    • Business Solutions
    • Personal Solutions
    • Table of Fees
  • NEWS & PRESS
  • CURRENT CLIENTS
    • Wealth Management Login
    • Eagle Strategies
    • New York Life
  • GET IN TOUCH

Copyright . New York Life Insurance Company. All Rights Reserved.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf