Contact Us
Contact Us to request our free and introductory services or let us know how else we may help you:
Financial Planning Assessment (for individuals) : Gain a clear picture of your current financial situation and find out if you are on course to meet your investment objectives. What are your financial strengths / weaknesses? Are you saving enough? Are you invested appropriately? What improvements can you make?
Retirement Plan Analysis (for Small Business Owners) : Receive a comprehensive analysis of your current employer-sponsored retirement plan (401k, Profit Sharing, SIMPLE, SEP, other) or find out how to start one. What plan design is best for you and your employees? Is the existing plan design, if applicable, fully taking advantage of recent legislation beneficial to small business owners? Do you offer the appropriate investments? Do you fully understand your fiduciary responsibilities? Do you have an investment policy statement? Are you interested in finding out the benefits of starting a retirement plan and how to do it?
Quarterly Newsletter (for everyone) : Receive “The Financial Philosopher,” independently written and distributed by Atlantic Capital Investments President, Kent Thune, and stay informed of stock market and economic trends, investment news, and financial planning tips!
We’d Love to Hear From You! Request any or all of our free and introductory services above, ask a question, make a comment, or simply send us a note to say hello!
E-mail Contact:
info@atlanticcapitalinvestments.com
Mail Contact:
1121 Park West Blvd
Suite B, #140
Mount Pleasant, SC 29466
Phone Contact:
843.214.0691 (phone)
843.856.1898 (fax)