Warren L. Hahn, RFC, CEP
Licensed Insurance Professional
Mr. Hahn is the founder of Atlantic Advisory Group (a fee for service estate wealth preservation, and retirement plan group) and associate general agent of CLC Financial Services Group, Fayetteville, North Carolina. He has over 25 years experience in fields of insurance, estate, and retirement income planning. Prior to his present career he served 13 years in the US Army as an ordinance officer, attaining the rank of Major.
Warren specializes in asset protection and legacy transfer planning. His clients receive a personal plan that strives to maximize their wealth while reducing investment risk, taxes, and law suit exposure. His custom designed retirement income plans provide lifetime guaranteed incomes* that you can count on. His business succession planning assures tax efficient business ownership transfer. He applies legacy planning techniques that transfer assets to multiple generations without probate delays while minimizing estate tax erosion.
In addition to professional designations and a successful career, Warren gives back to the community both with treasure and time. He is a past board president of the Fayetteville Area Habitant for Humanity, past board member of the Fayetteville Association of Insurance and Financial Advisors and past member of the local and state board of March of Dimes. Warren served as the state board Annual Gifts Committee Chairperson, and past chairperson of the Cape Fear Division Board. He is currently a board member of Cape Fear Kiwanis Club, and The Cumberland County Boys & Girls Club.
Warren is an active public speaker on financial topics, and has written numerous financial articles for publications such as, PrimeLife Magazine, Sandhills Business Times, and City View Magazine. Warren was featured on PAX Television's ''For the Record''. The hour long interview on retirement income planning was nationally syndicated.
Warren and his wife (Mary Joan) live in Fayetteville, North Carolina. He has two adult daughters and one grandson.
*Annuities contain limitations including withdrawal charges, fees and a market value adjustment which may affect contract values.
Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
Our Locations
Lumberton Office
4910 Fayetteville Road
Lumberton, NC 28359
Fayetteville Office
2565 Ravenhill Dr #2D
Fayetteville NC 28303
.
Wilmington Office
620 Market Street
Wilmington NC 28401
Elizabethtown Office
100 N Lyon St
Elizabethtown, NC 28337
Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.