Our Services

Atlantic Commonwealth Advisors provides service and advice on a variety of investment, insurance, and financial items including:

 

 


  • Individual Stocks, Bonds, Mutual Funds
  • 401(k)s, Roth & Traditional IRAs, SEP, SIMPLEs
  • Annuities - (Fixed, Variable, Immediate Income, Index)
  • Life Insurance (Term, Whole Life, Universal Life, VUL)
  • Long-Term Care Insurance
  • Portfolio Allocation & Retirement Income Strategies



Our Comprehensive Financial Planning Service, includes review, personalized analysis, and specific recommendations addressing:



  • Cash Flow
  • Net Worth
  • Insurance Planning
  • Income Tax Planning
  • Retirement Planning
  • Education & Accumulation Goals Planning
  • Estate Planning



Securities and advisory services offered through LPL Financial member FINRA/SIPC.  Atlantic Commonwealth Advisors and LPL Finanical are seperate entities.