Choosing the right financial advisor is an extremely important decision
At Atlantic Wealth Management Group we want to provide you with every piece of information needed for your advisor selection process. Here is what you can expect from our initial conversation:
No Cost or Obligation
We want to understand exactly what you're seeking and how we can help before you choose us as your Advisor!
Transparency
Before we work together, we want you to understand how we work, the value we can add to your life, and the cost of our services.
Actionable Advice
Whether we ultimately decide to work together or not, we want to leave you feeling more confident by providing actionable steps you can take to improve your finances.
If we decide to work together, you can expect us to answer your questions such as:
- Can we really afford to retire?
- Will this portfolio meet our spending needs?
- When should I apply for Social Security?
- Are there ways to lower our taxes?
- Will my family be OK if something happens to me?
For more than 30 years, we've been advising our clients on these exact topics.
We can help you too.
Schedule an Introductory Call
Here is a typical agenda for your initial meeting:
- Discuss your goals and what prompted you to seek our advice
- Review your current financial situation
- Please come prepared to discuss the following items:
- Age(s) of family members
- Income (W2, pension, rental, etc)
- Investment balances (IRA,401k,etc)
- 401k/403b/457 contribution percentages
- Real estate values
- Outstanding debt (amount and rate)
- Monthly expenses (approximate)
- Liquidity needs and cash flow
- To make the best use of time, many of our clients submit this information in advance through our secure financial planning tool. This is also a great first step in simplifying your financial life:
- Please come prepared to discuss the following items:
- Provide an overview of our services and how we might improve your specific situation.
- Answer any remaining questions you have.
- Discuss next steps, if any.
