Our Products & Services

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.

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 solutions 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.

Annuities

• Single Premium Immediate Annuities
• Multi-Year Guarantee Annuities
• Fixed Annuities
• Fixed Index Annuities
• Retirement Income Planning Strategies
• Retirement Explorer®

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 Long-Term Care

Additional Services

• Estate Planning Strategies
• Charitable Giving Solutions
• Legacy Planning Strategies
• First Position Commercial Mortgages

As an added value, we also have working relationships with local accountants, estate planning attorneys and other professionals to help simplify matters and we can refer you one of these professionals, if you’re interested in the following services that they provide.

Wealth Accumulation

A key to reaching the increased financial confidence 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 time frame without jeopardizing or impairing your current way of life.

Wealth Preservation

Once 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.

Income Distribution

While many individuals spend a lifetime building wealth, once in retirement, there is often little effort spent on devising a strategy to efficiently utilize one’s accumulated assets. Some may be concerned that they could outlive their savings. At Atlantic Financial Services, we provide strategies (such as annuities) that will help guarantee a retirement income you cannot outlive.*

Wealth Transfer

Wealth transfer can be a vital component of your financial strategy. It is the final step in our process and can provide you the reassurance that you have taken the steps necessary to help prepare for the continued security of your family.
*Guarantees subject to the financial strength and claims-paying ability of the issuing insurer.