Services
Planning. Analysis. Implementation.
Planning, analysis, and implementation form the heart of Atlantic Financial Services strategic journey, representing the dedication to thoughtful preparation, insightful decision-making, and passionate execution that drives the vision forward.
Individuals
Financial Planning
A financial plan is your personal navigator, guiding you through the twists and turns of life, reassuring you that you're on the right path to a future filled with confidence. Financial planning can include net worth and cash flow analysis, investment planning and allocation, risk management planning, tax planning strategies, retirement planning, debt planning, estate planning stategies, and more.
Businesses
Business Planning
A business financial plan not only charts a course for your company's financial success but also instills confidence, clarity, and a sense of purpose in your entrepreneurial journey, ensuring every step forward is guided by a vision of prosperity and stability. Business planning can include business continuation funding, executive compensation funding, key person insurance, non-qualified deferred compensation, retirement plans, group benefits, and more.
Individuals and businesses
Investment Management
Investment management is your partner in building the future you dream of, ensuring that every financial decision is a step toward the life you desire. Investment management can include annuities, IRA's, funds, professionally managed accounts, cash management, retirement plans, and more.
Individuals and businesses
Risk Management
Risk management is your shield against the uncertainties of life, empowering you to embrace opportunities with courage and resilience, knowing that your aspirations are protected. Risk management can include life insurance, *disability insurance, *long term care insurance, property and casualty insurance, *health insurance, and more. *Availability varies by carrier and state.
additional Services
Offering additional personalized support.
Beyond Atlantic Financial Services core offerings, guiding your hand, tailored to your individual journey, ensuring that every step forward is supported with understanding and commitment. Solutions are crafted to inspire confidence and purpose, helping you reach your financial goals with precision.
Retirement plan sponsor strategies are a promise of security and support, symbolizing an organization’s dedication to nurturing the long-term well-being and happiness of its employees as they journey towards retirement.
Alternative investment strategies are unique opportunities that involve diversifying portfolios with non-traditional assets like real estate, commodities, and private equity to potentially enhance returns and reduce overall risk. These strategies often require a longer investment horizon and a higher tolerance for risk due to the unique characteristics of these alternative assets.
Guaranteed income strategies offer a comforting sense of security, providing a dependable financial foundation that allows you to focus on enjoying life without worrying about fluctuations in the market or unexpected financial challenges.
Asset management strategies are the art of sculpting your financial future, weaving together different investments with precision and care to create a resilient and harmonious portfolio that reflects your aspirations and adapts to the ever-changing rhythms of the market.
Education savings strategies are a beacon of hope, nurturing dreams of knowledge and growth, ensuring that every child’s potential is supported with the gift of education, unbound by financial barriers.
Charitable gifting strategies are the art of giving with purpose and heart, weaving together generosity and impact to create a legacy that resonates with compassion and vision, enriching the lives of both giver and recipient alike.
Business sell strategies are the culmination of a company’s legacy, representing a carefully crafted transition that honors its journey and values, ensuring its impact continues to resonate in new hands with the same passion and vision.
We have more additional strategies for financial services that reflect a commitment to a purpose-driven approach, intertwining financial success with values that resonate deeply, shaping a future that embodies both prosperity and positive impact.