Atlantic Financial will create your financial plan by combining the
personalized expertise of a financial professional with the state of the art in
asset planning software.
What You Will Receive
We use the several strategies including the Nobel Prize winning Modern
Portfolio Theory method and a mix of over 18,000 investments to find the ideal
match for your financial situation and desired risk and return objectives. The
plan is presented in a simple, easy to understand, yet detailed format. A
professional will be readily available to you with a detailed review.
Request your Personal Financial Plan
There is no cost or obligation to receive a financial plan from Atlantic
Financial, however all questions must be completed out in order for us to
provide you with an effective financial plan.
Choose one the following methods below to get started.
Web version of our
Financial Plan Questionnaire
Submit a completed copy of our on-line Financial Plan Questionnaire.
Once we have received your information a qualified representative
will then contact you to discuss your financial plan in detail.
Print Version of our
Comprehensive Financial Plan
Download a copy of the Comprehensive Financial Plan
portion of the brochure, fill it out, attach
your account statements and mail it to the address listed on the
first page. Once we have received your document a qualified
representative will then contact you to discuss your financial plan
Atlantic Financial's financial plan is ideally suited for investors with over
$1,000,000 in investable assets.
Our account minimum is $100,000.
Atlantic Financial clients may receive fee based financial planning services
in addition to non-fee financial planning. Most of the advice and services we
offer are free of charge.
the personal attention of a financial consultant.
Money Mangement Firms
world class money management firms that Atlantic Financial works
- top quality services for high net worth
individuals, institutions, hedge funds, family offices, money management firms
Organize Your Accounts
- organize, value, consolidate and review your accounts.