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Overview of ATLANTIC FINANCIAL PLANNING LLC
Atlantic Financial Planning LLC is a highly reputable financial planning firm that specializes in providing expert advice and services to clients. The firm has a team of experienced advisors who are well-versed in the financial industry and are dedicated to helping their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers sound financial advice and recommendations
- Assists clients in setting achievable financial goals
- Helps clients navigate the complexities of the financial market
- Creates customized financial strategies based on individual needs and objectives
Facts and Insights
ATLANTIC FINANCIAL PLANNING LLC has been in business for over 15 years and has a solid track record of helping clients successfully manage their finances. The firm has a total of 20 advisors, each with a wealth of knowledge and experience in the financial industry. Clients can rest assured that they are receiving expert advice and services from some of the best financial advisors in the business.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The advisors at ATLANTIC FINANCIAL PLANNING LLC work with a diverse range of clients, including individuals, families, and businesses of all sizes. Whether you are just starting to build your wealth or are looking to secure your financial future, the firm can provide the necessary expertise and services to help you achieve your goals.
Fees & Compensation
ATLANTIC FINANCIAL PLANNING LLC is a fee-based firm, which means that the advisors charge a percentage of the client’s assets under management as their compensation. This ensures that the advisors’ interests are aligned with those of their clients, as their compensation is directly tied to the performance of the client’s portfolio.
Background
Founded in 2005, ATLANTIC FINANCIAL PLANNING LLC has quickly gained recognition as a top financial planning firm, thanks to its dedicated team of advisors and commitment to providing exceptional services to clients. The firm is known for its transparency, integrity, and client-centric approach, making it a trusted choice for individuals and businesses seeking financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, ATLANTIC FINANCIAL PLANNING LLC is required to disclose any conflicts of interest or potential conflicts of interest to their clients. These may include financial relationships with third-party companies or any personal investments made by the advisors. The firm takes great care to ensure that all disclosures are made and that client interests are always prioritized.