OUR SERVICES
THE FOUR ESSENTIAL PHASES OF CREATING A
SOUND FINANCIAL STRATEGY
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WEALTH ACCUMULATIONA key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life. |
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WEALTH PRESERVATIONOnce in retirement, individuals find it even more important to protect what they've spent a lifetime accumulating. After years of faithfully putting money away, the 'saving years' are over, and you must shift gears into a mode of preserving what you've built. |
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INCOME DISTRIBUTIONWhile many individuals spend a lifetime building wealth, little effort is often spent on devising a strategy to wisely utilize one's accumulated assets once in retirement, and some may be concerned that they may actually outlive their savings. At Atlantic Financial Services, we provide strategies (such as annuities) that will help guarantee a retirement income you cannot outlive.* |
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WEALTH TRANSFERWealth transfer can be a vital component of your financial strategy. It is the final step in our process, and it provides you the reassurance that comes with knowing that you have taken the steps necessary to help prepare for the continued security of your family. |
*Guarantees subject to financial strength and claims paying ability of issuing insurer.
PRODUCTS & SERVICES
At Atlantic Financial Services, we offer a wide range of products and services to assist you in creating a sound financial strategy for the days ahead.
We are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial strategies that best suit our clients’ individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.
As an added value, we also work with local accountants, estate planning attorneys and other professionals, helping you to simplify matters.
- ANNUITIES
- • Single Premium Immediate Annuities
• Multi-Year Guarantee Annuities
• Fixed Annuities*
• Fixed Annuities*
LIFE INSURANCE PRODUCTS - • Term Life
• Whole Life
• Universal Life
• Equity Index Universal Life
• Survivorship Coverage
LONG TERM CARE INSURANCE - • Home Health Care Coverage
• Assisted Living Coverage
• Nursing Home Coverage
• Comprehensive LTCi
ADDITIONAL SERVICES - • Retirement Income Planning Strategies
• Retirement Analyzer Retirement Analysis
• Estate Planning Strategies
• Charitable Giving Solutions
• Legacy Planning Strategies
• Medical Supplements
• Advantage Care Plans