Individual Investors
For individual investors, Atlantic Capital Investments, LLC (ACI) provides financial planning, investments, and advisory services that may be comprehensive or focused, depending on the client's needs.
Comprehensive financial planning includes retirement planning, goal planning, insurance analysis, asset allocation, net worth and cash flow management, tax considerations, basic estate planning, and "Monte Carlo" analysis.
Focused planning may include just one or a few specific areas of financial planning.
ACI specializes in retirement planning and devotes the greatest amount of focus to this crucial area of financial planning. Today, "retirement" is not necessarily something you do after working for an employer for 30 years to get a gold watch, Pension, and Social Security to then live out the "golden years" relaxing, fishing, and playing golf. Retirement Planning is evolving to mean finding and funding the life that you really want and when you want it. In other words, Retirement Planning can be called "life planning."
ACI stands ready to assist the individual create this financial "life" plan that begins with a prudent investment policy utilizing ACI's smart, strategic, and sound solutions. ACI provides financial and retirement planning to individuals from the earliest stages of wealth accumulation to those in need of more complex "wealth management."
Beyond financial planning, investments, and advisory services, ACI provides one key element of successful investing that eludes even the most sophisticated of individual investors - a logical process. Emotional behavior studies consistently show that the average investor will continue to "buy high" and "sell low" even when they are aware that their strategy is not sound. It is very difficult for individual investors to behave rationally about their own investments; therefore it is almost always beneficial to have a professional who can manage your portfolio without emotion getting in the way.
Contact Us to request a free Financial Planning Assessment to gain a clear picture of your current financial situation or to simply ask for our free quarterly Newsletter so you will stay informed of stock market and economic trends, investment news, and financial planning tips!