Testimonials

We have had the pleasure of working with Karl since 2017 and have been grateful for his prompt and effective assistance in managing our retirement assets. His in-depth knowledge, experience and clear communication, not only contribute to allow us to maximize our retirement assets, but also create for us trust and confidence in providing a stress free retirement. We continue to rely on your advice while enjoying the positive results.

We are fortunate to have had Karl assigned to us by one of our insurance companies in May 2021. He has since worked with us in creating a Bucket Plan that provides for us a guaranteed lifetime income, while allowing us comfort in knowing our investments will be there for us now and in the future. We have found Karl to be available anytime we have a question, while being up front and honest in his suggestions. We feel that he really cares about our well being and feelings.Our journey with Karl continues to have a positive influence on our retirement, and we highly recommend giving Karl and Atlantic Asset Advisors an opportunity to work with you.

In a world that continues to be more complicated while navigating the turbulent waters of retirement, I feel fortunate to have Karl in my corner. He has simplified my understanding of all available retirement options, while eliminating the stress that had been present previously, while trying to create a retirement plan. His knowledge in tax planning, while managing my IRA options, has provided for me the comfort in knowing that I am in good hands now and in the future. Karl and his firm Atlantic Asset Advisors have truly provided for me comfort, knowing that their Holistic Plan process allows me to enjoy retirement.

As I approach my retirement years, I searched for an advisor who could assist me in establishing the best long term plan for preservation and utilization of my retirement savings and assets. I was immediately impressed with Karl Wolf and his breadth of knowledge of various financial tools and services to accomplish my financial goals. I now realize the importance of having a structured retirement plan. The Bucket Plan that he has created for me, provides for me a roadmap that will keep me on course for the next 10, 20 or perhaps 30 years. I feel very comfortable knowing that I have a competent financial pilot guiding me into the future.

Karl and his team at Atlantic Asset Advisors, have been instrumental in helping us with our financial investment retirement plan. I have worked with Karl since 2017 and he has always provided the highest quality advice and service. I have come to trust and depend on his knowledge of all aspects that are part of the retirement process. It provides for us peace of mind knowing that he is watching out for us. Understanding the unique insurance products that provide growth without market risk and generating a lifetime income, allows us to feel comfortable about not running out of money in our retirement years. I highly recommend you give Karl and his team an opportunity to introduce you to the Holistic Retirement process.

Recently becoming a widow left my world in financial turmoil. My husband managed most of our financial affairs, which now has fallen into my lap. Karl has been a Godsend in offering understanding, compassion and patience while educating me in the Holistic processes necessary in creating a stress free retirement. Karl is always there to answer any questions I may have. It provides comfort for me knowing that he is by my side in navigating my future years, as a widow. The tax laws and financial regulations are so different and confusing for me as a widow, but Karl has been there as a pillar of strength in keeping me on the right track. He is knowledgeable and honest and I truly believe he cares about me as we navigate this new journey together. I thank him for the stability that he has brought into my life.