tlantic Financial Services is located in the heart of Vero Beach and services the entire Treasure Coast. We’re here to help your money grow and in your retirement years keep it safe so you can’t outlive it. We believe in wealth preservation through proper financial planning.
Al Klager is the founder and president of Atlantic Financial Services and educated in the most current IRA & 401k tax laws as well as retirement & distribution planning. Mr. Klager has been serving the Treasure Coast for 20 years and is licensed through the Florida Department of Financial Services. Al also holds a degree in Business, Public Administration and Accountancy from Long Island University, Southampton, NY.
Al grew up in Hampton Bays, Long Island, New York, and moved to Florida in 1986. He lives in Vero Beach with his wife, Michele, since 2002. Their two grown daughters, Joyce and Christie, and granddaughter, Isabelle, also live in Vero Beach. Al serves on the board of the Vero Beach Elks Lodge, and in his free time, he enjoys spending time with family, watching football, playing basketball, grilling and traveling.
When was the last time you have had a portfolio analysis?
Allow Atlantic Financial Services to help guide you through your financial plan.
While many firms deal only in certain types of insurance products we offer clients comprehensive financial planning services, expert advice, and risk management solutions for your IRA that are guaranteed safe & protected no matter what the stock market does.
Atlantic Financial Services offers a wide range of services including:
• Life Insurance
• Retirement Income Planning
• Fixed Index Annuities
• Structured Settlements
In addition, we can refer you to professionals who provide the following services:
• Long Term Care
• Estate Planning Strategies
• IRA Legacy Planning
• Commercial Loans
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.