Atlantis Financial
  • It’s Time to Have a Risk Management Review?

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    Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.

  • Your Future is In Good Hands

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    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • Take your first Steps to Financial Freedom

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    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

  • Is Retirement closer than you Realized?

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    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

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    Latest Blog Posts

    Access the "3d Dimension" in Investing: Dimensional Fund Advisors

    9 November, 2015

    Which large mutual fund company is driven by Nobel prize-winning research? Hint: It’s not a household name but it’s the 8th... More »

    DFA's Disciplined Approach Earns It a Top Mark

    1 November, 2015

    Morningstar recently issued a new Stewardship Grade for DFA. The firm's overall grade--which considers corporate culture, fund board... More »

    Reitrment Nearing?

    Atlantis Financial - QuestionnairesWhether you are planning to retire or have already retired, our team can help you quantify the cost of the lifestyle you desire and create a realistic plan to support it.
    Bringing over 70 years of combined experience to provide you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
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    Atlantis Financial Team

    Money Sense Advisors

    Our clients know they can rely on:

    • a defined, consistent approach to financial planning 
    • a commitment to a long term relationship
    • a clear & transparent map to execute your financial plan
    We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.