Atlantic Investments offers personalized financial planning to individuals and high-net-worth individuals. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Atlantic Investments refers clients to third-party money managers for investment management and receives referral fees.
Assets Under ManagementN/A
ClientsN/A
Advisors7
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Retirement Planning: Projection of asset base and cash flow for retirement based on tax rates, inflation, investment returns and living expenses. For retired clients, this includes sustainable living expense levels, the impact of changing asset allocation, the impact of special purchases/gifts, and where to take income to cover living expenses. For clients near retirement, this includes optimal retirement date, appropriate living expense levels, insurance coverage needed, structure portfolio, and appropriate living expense levels.
- Financial Planning: Projection of future cash flows, analysis of current resources and cash flows, appropriate debt level, should current debt be restructured, appropriate spending for major purchases, amount of support to provide family members, monthly cash flow, review of current tax status, and review of retirement goals.
- Basic Financial Plan: Analysis of current investments, analysis of expenses (present & future), analysis of short/long term financial goals, review of current tax status, and review of retirement goals.
Hourly Rate:$200/hr
Loading...