Atlantic Capital Investments, LLC (ACI) is a professional money management firm led by a Certified Financial Planner, specializing in investment management and retirement.
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 goals, such as retirement.
Retirement planning is the single greatest financial priority for most clients because it often involves the highest degree of passion, vision, and proper alignment of an individual's priorities and pursuits, which all go beyond money.
ACI also advises clients on other crucial areas of financial planning, including tax planning, insurance analysis, cash flow management, and estate planning.