The Benefits of a Solid Financial Plan

In today's volatile market, it is important to have a trained financial professional on your side, helping you to pick and chose the right investment tools to fit your needs and goals.

The trained advisors at Atlantic Financial will help you create your own unique financial plan by combining the personalized expertise of a financial professional with the state of the art in asset planning software. We match investments to your needs and goals, making sure you are on the right financial course.

What You Will Receive from Atlantic Financial

We use the several investment planning 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. Consider this plan your road map to retirement.

Request your Personal Financial Plan from Atlantic Financial

At Atlantic Financial, there is no cost or obligation to receive a financial plan. In order to provide the best, most complete plan possible, we will as a number of questions to determine your future financial goals.

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

(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, and a minimum of $100,000 to invest..

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. However, we do not charge both commissions and fees to clients.

Managed Accounts - with the personal attention of a financial consultant.

Money Mangement Firms

world class money management firms that Atlantic Financial works with

Institutional Services

- top quality services for high net worth individuals, institutions, hedge funds, family offices, money management firms and traders.

Organize Your Accounts - organize, value, consolidate and review your accounts.