What Types of Clients Can Benefit?

The clients that can benefit the most are those with the greatest need for active investment advice and service.

Attorneys should focus on the following client profiles:

Estate Planning Clients
Tax Practice Clients
Individuals with funds from a 401(k) Rollover, Legal Settlement, Business Sale or Inheritance
Lottery Winning or other “windfall”
Corporate 401(k) and other Qualified Plans
Charitable Organizations
High Net Worth Individuals
Mutual Fund Holders
Fast growing businesses and their owners

The law firm sets up a separate entity, such as an LLC with a name that indicates the relationship with the law firm. When a law firm employee discovers a client (or contact) who has assets in excess of $50,000 to $100,000 they should consider referring the client to the new separate entity.

From a $2,000 IRA contribution to a $200 million institutional account, regardless of the level of complexity, Atlantic Financial will work with the registered attorneys to make sure that a high quality proposal and service plan is presented to your client.

[Request information about the Attorney Registration Program]