Atlantic Capital Investments, LLC (ACI) is a comprehensive financial planning firm, led by a Certified Financial Planner, specializing in investment management and retirement. ACI's mission and philosophy, and thus its foundation for financial planning, was formed on the idea that life is not about making money -- money is about making a life.
Financial planning today, especially retirement planning, is evolving to mean finding and funding the life you really want, when you want; and not necessarily just in the last years of your life. In other words, Financial Planning can be called “life planning,” which will lead an individual to their own unique definition of financial ideas and terms, such as Retirement, Success, and Wealth –- not that of social conventions.
Financial (life) planning, especially retirement planning, will likely be the greatest financial priority for you because it often involves the highest degree of passion, vision and proper alignment of your life's priorities and pursuits.
ACI also advises on other areas of financial planning, including insurance analysis, asset allocation, cash flow management, tax planning, and estate planning.
