Financial Plan
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.
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Print Version of our
Comprehensive Financial Plan (PDF Document)
Download a copy of the
Comprehensive Financial Plan (PDF). Print the
Investor Profile 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 in detail.
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. We
do not charge both commissions and fees to clients, so you can avoid
paying a double fee.
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Managed
Accounts - with the personal attention of a financial consultant. -
Money Mangers
world class money management firms
that Atlantic Financial
works with
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Institutional Services - top
quality services for high net worth individuals, institutions, hedge
funds, family offices, money management firms and traders.
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Organize Your Accounts - organize,
value, consolidate and review your accounts.
For more information or to have us answer any questions you may have,
please call 1-800-559-2900,
, or use this form to contact us:
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