Retirement

Whether you need an advisor as an individual or a corporation, Atlantic Capital Investments, LLC (ACI) meets and exceeds your retirement needs with a fiduciary level of care:

  • Individual Retirement Planning: ACI specializes in retirement planning and broadens its true purpose and meaning – making money a tool for your life plan – not making your life a tool for a money plan. Retirement planning today 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, Retirement Planning can be called “life planning,” which will lead an individual to their own unique definition of retirement – not that of social conventions. This type of planning will likely be the greatest financial priority for individuals because it often involves the highest degree of passion, vision and proper alignment of your life's priorities and pursuits. Retirement planning, therefore, is the highest focus of attention for individual clients.
  • Employer-Sponsored Retirement Plans: Kent Thune's status as a Qualified Plan Financial Consultant and years of experience working with employer-sponsored retirement plans, such as 401(k), SEP, and Pension plans, and an intimate knowledge of plan design allows ACI to provide its corporate clients guidance in selecting the right plan for the client's needs. With the right partner and the appropriate plan design, corporate clients can achieve a cost-effective means to maximize business owner contributions while offering a valuable benefit for employees at the same time. What's more, ACI provides unparalleled investment advisory services, including investment selection, investment monitoring and investment policy, in addition to periodic enrollment and trustee meetings.
  • Fiduciary Level of Care: As a Registered Investment Advisor (RIA) and a “fee-only” financial planning firm, ACI is ideally suited to provide the level of unbiased advice and broad selection of low-cost, high quality investment choices that combine for a true client-centered approach to individual clients. For corporate clients, ACI's fiduciary status and experience additionally provides for prudent plan selection, implementation and consultation; for ERISA and 404(c) compliance; for the conduction of enrollment meetings and trustee meetings; as a guide for investment policy; and as a retirement plan partner on every level.