Atlantic Pension Planning

Robert L. Bush, CLU, ChFC

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. 

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

More Newsletters →