Clearly defining your financial goals may help you live the life you desire. Your goals may include funding your child’s college education, launching a second career, purchasing a vacation retreat or retiring in comfort.

Most agree that your goals are more likely to become a reality if you have a plan in place. Whether your goals are simple or sophisticated, having the right professional to help you develop a comprehensive financial plan may make all the difference.

With Atlantic Financial Services, you’ll work with a financial professional to develop a plan that can help address your short- and long-term goals.

In your first meeting with us, your advisor will listen and learn more about you, including your lifestyle, interests, values and financial objectives.

These factors are the cornerstones of sound financial planning regardless of what stage of life you are in – newly married or starting over, with young children or setting the stage to retire.

Working together, we’ll assess key variables that affect your financial choices, including the time you have to reach your goals and your risk tolerance profile. Then, your advisor can draw on and work with an experienced team of investment and insurance resources at U.S. Bancorp Investments and banking and trust resources at U.S. Bank to help make sure you have some of the best opportunities to pursue your goals.

Your financial plan may address your goals related to:

  • Retirement
  • Asset Allocation
  • Education Funding
  • Insurance
  • Long-term Care
  • Wealth Transfer

But creating a financial plan doesn't end there. It's also about monitoring the progress you’re making towards your goals. To help keep you on track, your advisor will continue to meet with you on a regular basis to review your plan and discuss your current situation and evolving goals. Your advisor does the legwork and is your single point-of-contact. Our financial planning process is designed to help you make the most of your available resources – not just money – but your time as well.

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What Our Clients Say About Us

testimonial"We approached Terry at Atlantic Financial Services about our company pension scheme a number of years ago and he provided a much improved offer for our employees. The complex area of pensions was and continues to be clearly explained to all involved. We would highly recommend the service and attention to detail we received."

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We are a vibrant and innovative financial services company providing independent financial planning in respect of pensions, investments, mortgages, life assurance and group schemes.

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