Partner With a Leader - Fidelity Advisor

At Atlantic Financial, we are proud to offer some of the top rated investments to our clients, including offerings from Fidelity.

(Atlantic Financial clients can purchase now Fidelity funds. Atlantic is not affiliated with Fidelity Advisor, nor does this does imply an endorsement.)

Fidelity has been a leader in the financial world for many years. One of the staples on investing, Fidelity encourages investors to invest for the long-term. By looking ahead, many investors realize that they don't have the experience, time, or proper professional training to make truly informed investment decisions alone. That's where the value of a financial advisor can really make a difference. When searching for the right advisor, a few qualities should come to mind. For example, a qualified financial advisor should be someone who:

- takes the time to truly listen and understand your goals and investment needs

- has the professional training, resources, and experience to help you develop financial strategies to match your specific situation and financial goals

- has the ability to determine the best way to allocate your assets, based on your specific goals

- offers you personalized additional assistance during volatile market periods

- will cover every base in discussing the specific investments or investment strategies to help meet your goals - and makes sure that you understand how your money will be invested

- has experience in financial services, as well as specific securities licenses and specialized investment training

- has access to state of the art specialized research on various types of securities

- spends time tracking potential investments that may be appropriate for your specific financial strategies and goald

Services You Can Expect from Your Financial Advisor

A financial advisor should take the time to get to know you, your financial situation, your financial goals, and your risk tolerance. He or she should be someone who can listen intently to best understand your situation. When searching for an advisor, you should expect to receive some or all of these services:

Personal attention - Your advisor will take the time to go through a full in-depth interview with you, asking many questions in order to get to know your entire financial situation, your risk tolerance and your goals.

Help developing the proper asset allocation strategy for you - Once you've worked with your advisor to determine your risk tolerance, he or she can help you determine how to best allocate your money, based on a mix of asset classes with varying degrees of risk that fit your time horizon and comfort level. Without this important step, even the best laid plan can lead in the wrong direction.

Advice¹ on specific investments and investment strategies that match your goals - When you're comfortable with your financial strategy and have determined an appropriate asset allocation, your advisor will then make recommendations on the types of investment vehicles, as well as specific investments, that will best meet your needs. Your advisor should be able to provide in-depth research that supports his or her recommendations.

Answers to your financial questions and concerns - If the markets become volatile, your financial advisor should be available to help you understand the reasons behind the instability, and provide advice on the best course of action. If you hear of an interesting investment opportunity, your advisor has the ability to research and investigate these opportunities and to help you decide whether or not they fit into your overall plan.

Proactive management of your account - Once your initial investments have been determined, your advisor will monitor the performance of your account(s) on a regular basis, making sure your investment goals are still being met. Your advisor can also bring additional investment opportunities to your attention, based on detailed knowledge of your financial strategy and goals. Your advisor can help you manage your expectations by explaining the potential rewards and risks of any investment.

Ongoing, regular check-ups - Your advisor should contact you on a regular basis to see if your financial situation has changed. If you've experienced any changes, such as getting married, switched jobs, had a child or purchased a new home, your financial strategy may need to be adjusted based on these changes. At least once a year, your advisor should review your account with you and make any necessary adjustments to ensure that your investment strategy continues to meet your specific situation and goals.

Atlantic Financial can also work with a variety of money management services.
If you any questions regarding money management services, please contact us at: 1-800-559-2900 or email us by clicking on the contact form link provided here: contact form.

Financial Planning

Massachusetts Financial Advisor

Consulting Services

IRA Rollovers

premfile