Atlantic Financial Advisors, LLC

We work with high net-worth families to increase their income, reduce income-tax, and leave more to their family and/or charities when they die We are dedicated to providing investment management and strategic wealth planning to you. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. We do this with the highest levels of trust, integrity and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client. Our Philosophy Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation. Our Process A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family. I have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must help ensure financial security throughout your life, for you and for your loved ones. It must provide income replacement and asset protection in the event that the unthinkable were to happen: disability, critical illness or death. The plan must also aim to build the maximum it can via a solid, tax efficient wealth portfolio. With these goals in mind, we will work together to assess your total financial planning needs. We will consider important milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail regular review of ongoing financial management strategies. This goal-based financial security planning approach is designed to help you: Define customized short and long-term goals that ensure you choose only the right financial products and services Identify roadblocks or gaps that might impact your financial planning strategy Continually monitor your plan to ensure it meets your changing needs Contact us today to find out more about my financial planning process and learn how a sound financial plan can help you achieve your goals. Our Services There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation. Products and services include: 401(k) retirement plans and Individual Retirement Accounts 529 qualified tuition plans Annuities Mutual funds Certificates of Deposit U.S.Treasuries Securities Group retirement and savings plans Simplified Employee Pension Plans Qualified Retirement Plans Other retirement savings plans designed specifically for employee groups Life insurance Long-term care, disability and critical illness Health Insurance Group health benefits

Address: 3682 North Wickham Road, Melbourne, FL 32935, USA

Phone: +1 321 751 5599
FAX: