We Help Seniors Retire With A Tax-Free Guaranteed Income Source For 3 Generations.

We Give You The Financial Solution, You Live Worry-Free For Generations.

The Paris Family (How We Took 3 Generations to A Safe & Worry-free Retirement)

Numerous Clients and Counting...

Mark Wagner has continually met our demands and has exceeded our expectations. I would highly recommend him to anyone that may have a need or interest in forming a family trust through his alliance program with local attorneys and CPAs to assist in legal or tax advice.

Robert B.

We have worked with Mark Wagner, agent and notary. His continued support and service has been a great comfort in satisficing the death claim settlement and making sure that my mom had an income stream for the rest of her life.

Mr. Burfield

I have asked American Atlantic, LLC to help provide the service that you expected when you obtained your estate plan. I stand behind that service to my clients.

E.B.

Attorney at Law

My mother was concerned that my brother, who was disabled, would not be eligible to be a beneficiary of her trust. Mark was able to set up her trust to provide for him after her death, giving my mom peace of mind.

S.B.

Case Studies

Case Study 1

Before state

“Before we had no idea how we were going to get our money in a safe and sound place. We had our funds and annuities but we wanted to move them somewhere secured where it can start accumulating some money.”

After state

“After working with Mark, he arranged and secured our FUTURE for my wife and I. Mark has gave us our funds in a safe and practical way for our desired needs with complete transparency and where the government take it all.”

– Ira

Case Study 2

Before state

“After my mother passed, I was super overwhelmed with papers and wanted to get guidance on what the next steps would be and whatt taxes to worry about along with different papers I had no clue what to do with.”

After state

“After working with Mark, he gave me a LOT of valuable info and what I needed to do. I was super impressed on how he went above and beyond with taking care of taxes and legal services with investment that were taken care of.”

-Randy

Case Study 3

Before state

“Before working with Mark, we were trying to turn in dad’s funds and annuities and move it somewhere it is more safe. We couldn’t figure out a practical way while finding a way to get assistance living care for the rest of their life.”

After state

“We started working with American Atlantic and Mark. The results were more than what we were hoping for: We got all the solutions from securing our parent’s money to adding a beneficiary designated to allot that if my parents pass away, my siblings and I would get a continued payout of the distribution instead of a lump sum so that we all are ultimately making more money by preserving the estate.”

-Deborah

Benefits

Increase Safety and Security Of Your Assets

Feel Better About Retirement with Tax-Free Mail Box Checks

Decrease Worry and Stress with An Expert on Your Side

Features

1. Create a Guaranteed Income Source Using Retirement Income Strategy

2. Establish Your Trusts Using a Legacy Trust Planner

3. Solidify Your Savings Using Tax-Free Solutions

Mark Wagner CEO and President

Mark Wagner loves country living and has been helping people with their financial planning for over 20 years.

He understands the average person is looking for simple, common-sense ways to prepare for retirement, that’s why he wrote Building Financial Fences.

Talking with Mark will help you gain the insight that you need to make wise financial decisions. He will teach you how to set up financial fences that make sense for your situation, and give you peace of mind.

Mark wants to help you meet your financial goals. He authored Building Financial Fences to give you ground-level insight into strategies and products that help you protect your assets.

He can talk with you by phone or in-person to help you sort out your strategic choices.

He can offer you a wide range of services ( public adjusting, retirement planning) to keep your financial fences intact.