Organize your Finances

Investor Economic and Financial Education

How well are your finances organized?

Three Important Questions to Ask Yourself:

Do you know all the stocks, bonds, insurance and funds you own? Do you know your net worth and liquid net worth? Can you call a convenient number to answer the first 2 questions?

If you answered No to any of these questions then it's time to organize.

How We Can Help You:

We help you by valuing your assets, reviewing you financial plan and consolidating all your accounts on one easy to read statement. There is no charge for this service.
To take action and jump-start your financial organizing efforts follow these steps below.

Gather your statements from banks, mutual fund companies, brokerages and insurance companies, photocopy them along with any stock certificates and fax them to 1-617-608-9028 Attn: Financial Review (be sure to include your phone number ) or mail them to:

Atlantic Financial Inc.
Attn: Financial Review
167 Washington Street
Norwell, MA 02061

We will review the paper work at no charge and send you the forms necessary to consolidate your accounts. Just complete the forms and mail them back to us.
Atlantic Financial will contact you by phone or e-mail (your preference).
Our advisors will review account options with you and any special considerations for your particular accounts (such as trusts). We will then work to consolidate the accounts and organize your finances.
Atlantic Financial will send you statements and reports detailing your accounts, review these statements and make sure everything is in order.

Integrate your plan with your personal finance software