Achieving financial success can be a complex and confusing process to even the most experienced individuals – one that requires a significant amount of time, knowledge and resources.
Today’s financial environment demands an approach that incorporates the knowledge of skilled professionals, a variety of available services and products and the independence required to help provide suitable recommendations.
At Atlantic Financial Services, we utilize a step-by-step process to help inform and prepare you for your future and the future of your loved ones.
Michele and Al Klager
Our Process Includes
Identifying your goals based on your financial needs.
Designing a financial strategy specific to your particular needs
Assisting you in the implementation of your strategy
Monitoring and adjusting your strategy over time as needs change
When was the last time you have had a portfolio analysis?
Allow Atlantic Financial Services to help guide you through your financial plan.
Al Klager has been helping individuals and families with their financial planning needs since 1997. He specializes in retirement income planning and is passionate about helping pre-retirees and retirees create strategies for lifetime income. At Atlantic Financial Services, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead.
Atlantic Financial Services is a good company that I can trust. My husband used to handle our finances. I need to rely on honesty to see me through and Al is honest with me. His business is great and he does a great job.
I’ve had an excellent experience using Atlantic’s services. I wouldn’t have recommended them to so many people if they weren’t an honest and reliable company.
My husband and I needed guidance once we retired and started living on a fixed income. Atlantic Financial Services has been a great resources and explain everything to us so that we understand what’s going on with our finances.