**ATLANTIC PLANNING GROUP, LLC: A Leader in Financial Planning**
When it comes to financial planning, having access to an expert advisor can make all the difference in helping clients achieve their goals and secure their financial future. This is where ATLANTIC PLANNING GROUP, LLC (APG) comes in.
Founded in 2005 by a team of financial professionals, APG has quickly become a trusted name in the industry. The firm’s mission is to provide comprehensive financial planning and investment management services to individuals, families, and businesses across the United States. With a strong focus on personalized service and tailored solutions, APG has built a reputation for delivering exceptional results for their clients.
H2: How does the advisor help clients – Key Takeaways:
– APG understands that each client’s financial situation is unique and, therefore, takes a personalized approach to provide tailored solutions.
– The firm takes a holistic approach to financial planning, considering a client’s entire financial picture, including their goals, risk tolerance, and current financial situation.
– APG’s team of financial professionals have extensive experience and expertise in various areas of financial planning, including investment management, retirement planning, estate planning, risk management, and tax planning.
– The firm utilizes cutting-edge technology and tools to analyze and monitor clients’ portfolios, providing them with up-to-date information and strategies to achieve their financial goals.
– APG prides itself on maintaining open and transparent communication with clients, keeping them informed and involved in the decision-making process.
H2: Facts and Insights:
– As of December 2021, APG has over $500 million in assets under management (AUM), making it a leader in the financial planning industry.
– The firm is home to a team of 12 financial advisors, each with a unique area of expertise, and a dedicated support staff, ensuring clients receive top-notch service and attention.
– With over 15 years in business, APG has established a strong track record of success, helping numerous clients achieve their financial goals.
H2: Assets Under Management, Number of Advisors and Time in Business:
| YEAR | AUM (in millions) | NUMBER OF ADVISORS |
|---|---|---|
| 2021 | $500 | 12 |
| 2020 | $450 | 10 |
| 2019 | $380 | 9 |
| 2018 | $310 | 8 |
H2: Financial Services Offered:
– Investment management
– Retirement planning
– Estate planning
– Risk management
– Tax planning
– College savings planning
– Cash flow and budgeting
H2: Client Types:
APG serves a diverse range of clients, including:
– Individuals and families
– Business owners
– High-net-worth individuals
– Corporations and institutions
– Non-profit organizations and foundations
H2: Fees & Compensation:
APG charges a fee-based structure, meaning clients pay a percentage of their AUM as a management fee. The fee structure is determined based on the complexity of the client’s financial situation, their investment goals, and the services they require.
H2: Background:
The founding partners of APG have a combined experience of over 75 years in the financial planning industry. The firm’s advisors hold various professional designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA). APG is also a member of the National Association of Personal Financial Advisors (NAPFA), adhering to the highest ethical standards in the industry.
H2: Financial Advisor Disclosures to Know:
APG is transparent and upfront about any potential conflicts of interest that may arise from their client-advisor relationships. These include:
– The firm may receive additional compensation for recommending certain investment products.
– APG and its advisors may have a financial interest in certain investment products.
– Some advisors associated with APG may have outside business activities, which could present conflicts of interest.
– The firm has a referral arrangement with certain insurance companies, but clients are under no obligation to use these companies’ services.
At APG, clients’ best interests always come first. The firm is committed to providing exceptional service and personalized solutions to help their clients achieve their financial goals and build a secure financial future.