Welcome to Atlantic Pension Planning Corp

Whether you're interested in planning for retirement, saving for your children's education or finding new ways to build your portfolio, we have the resources to help you meet your goals.

We understand that choosing a financial professional is a very important decision since it deals with your financial well-being. Because of this, we want to make sure that you understand and feel comfortable with your options prior to making a final decision. First, we like to understand and then evaluate your current financial/investment situation and objectives to identify areas where we can add value in helping you meet your objectives. Second, in order for you to gain a comfort level with us, and to make sure we've properly understood your objectives, we like to share with you our financial recommendations. These meetings are on a no-obligation basis and all information is treated confidentially. After you've seen what we think about your situation and how we can help you meet your goals, you are able to better understand your financial situation and if our firm can assist you in planning your financial future. 



*Securities and Investment Advisory Services offered through Registered Representatives of NFP Securities, Inc., Member FINRA/SIPC. Atlantic Pension Planning, Corp. is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp,  the parent company of NFP Securities, Inc.

 

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000
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  • Mid-Year Planning: Accounting for New Tax Rules
    The American Taxpayer Relief Act of 2012 (ATRA), passed in early January, permanently extended a host of expiring tax provisions. It also largely set the rules for
  • Choosing a Retirement Community
    Perhaps you've seen ads for a new "over 55" luxury condominium development in your town. Or another winter of shoveling has finally convinced you that it's time to
  • Portability of Applicable Exclusion Amount between Spouses
    Transfers of property during life or at death are generally subject to federal gift or estate taxes. However, each taxpayer has an amount of
  • Will my homeowners insurance policy cover hurricane damage?
    It depends. While the types of coverage offered by standard homeowners insurance policies vary, windstorms are one of the basic perils that
  • I just bought a vacation home. Do I need to purchase a specific type of insurance?
    Insuring a vacation home is different from insuring a primary residence. As a result, you'll want to purchase insurance that is
    
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 Securities and Investment Advisory Services offered through NFP Securities, Inc., member of FINRA/SIPC. NFP Securities, Inc. is not affiliated with Atlantic Pension Planning Corp. NFP Securities, Inc. does not provide legal or tax advice. This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.