PROTECT, GROW
& PASS ON

PROTECT, GROW &
PASS ON

what you’ve

BUILT

INSURANCE, INVESTMENTS AND
ESTATE PLANNING SERVICES​

Specifically designed for business owners, professionals, farmers and their families

FAMILY AND
ASSET PROTECTION

Family and Asset protection ensure that your family will be financially supported if you become unable to work, and the immediate benefits can be used to cover living expenses, pay for rehabilitative treatments and keep your family on track for the future.

Estate AND
Succession Planning

Arrange your assets and finances so that they can be passed to the next generation. The goal of estate planning is to minimize your tax liability while maximizing your legacy via the amount of wealth that you can pass to your heirs and beneficiaries.

Investments and
Portfolio Analysis

Constructing an investment portfolio that matches your income needs, growth objectives and risk tolerance is a great way to increase your wealth in the long-term and achieve a secure future for yourself and your family.

Our unique approach encourages our clients to take the time to assess their current situation, visualize a future that is realistic and attainable, and build a plan that supports that vision.

Why Deal With ATA?

You Care About Your Family and Assets

We help preserve your wealth for your families, farms, and businesses.

You Don't Like Paying Taxes

We help plan for the here and now and over the long run.

You Want to Leave a Legacy

We help you pass on your assets to the next generation with harmony.

Need help with your finances?
Start here...

Stay updated on the latest opportunities in investment,
asset protection. and wealth management.

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Ready to Secure Your Financial Future?

At ATA Financial Group, we take pride in our personalized approach to financial planning. Each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them.

Call us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.