VIP Asset Management Account and Financial Management Account

If you receive more than one monthly statement or a monthly for your various accounts, it may be time to consolidate with a VIP account.

People today have less and less time to get everything done. Life has become more complicated and many people are looking for time saving ideas. Personal money management is one area where you shouldn't cut corners. But it is reasonable to want more convenience, control and flexibility. Now there is a way to streamline your personal money management: the VIP Asset Management Account. The cost: $8.50* monthly.

Note: *Monthly Cost is may be subject to change, please contact Atlantic Financial for more information.

What You Will Receive

• Check Writing Privileges directly for your VIP money market

• Consolidated Monthly Statement: including details of open orders, account activity, positions in your account, open GTC orders, trades pending settlement, check writing and debit card activity and margin and account information.

• A Financial Advisor's assistance in choosing from over 18,000 mutual funds

• VISA debit card

• Full service financial planning advice at no charge, upon request

• Nationwide 24 hour ATM access

• Direct Deposit and automatic investment options

Financial Planning and Investment Services

Atlantic Financial has been serving clients since 1994.  Atlantic Financial enjoys a solid reputation for service, selection and value. We can review your wealth management plan, assist with your or 401k / IRA Rollover and assist you with global wealth management.