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Atlantic Financial Advisors LLL - 0 Reviews - 3682 N Wickham Rd, Melbourne, FL - Legal & Financial Reviews - Phone (321) 751-5599

Atlantic Financial Advisors LLL

id: 29733836
3682 N Wickham Rd
Melbourne, FL 32935
(321) 751-5599
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Atlantic Financial Advisors LLL - Melbourne, FL
Atlantic Financial Advisors LLL - Melbourne, FL
Atlantic Financial Advisors LLL - Melbourne, FL
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Owner Message

  • With 37 years' experience in Financial and Estate-Planning, Wealth Preservation and Wealth Transfer, Scott has been a popular speaker across the U.S. to groups of Attorneys, CPAs, Financial and Estate Planning professionals and provides required Continuing Education courses to Attorneys, and CPAs in Florida. When it comes to investing, we believe in “Endowment Style” made popular by Yale and Harvard Endowments. This style of investing calls for much greater diversification than just stocks, bonds, and mutual funds. Diversification is a popular way to reduce risk and volatility. If you lose less, you don't need to work so hard to make up losses. He has provided Continuing Education Credit to financial advisors in all 50 states, and has presented at Caesar's Palace, Las Vegas, at the International Forum and at several of their professional study groups. The Forum is an invitation only financial services organization, limited to 400 advisors nationwide. Scott presented his techniques at several annual conferences of First Financial Resources, llc, and national study groups. FFR is also an invitation only financial services organization. Scott's expertise includes the “Substantially Discounted Roth-Conversion” and the Annuity Arbitrage, a tax-favored income and estate-tax free wealth transfer technique. He presented the “Substantially Discounted Roth-Conversion” at the Florida Bar Tax-Section October 2014 conference, and their 1-hour CLE teleconference in March 2015. Scott teaches Continuing Education Courses for Financial Advisors, Attorneys (CLE) and CPAs (CPE).. Retirment Income Planning; Financial Planning; Alternative Investments; Financial Planning Consultants,Estate Planning,Probate & Living Trusts,Roth-Conversions,“Substantially Discounted Roth-Conversion,” Annuities & Life Insurance,Retirement Planning,Life Insurance Retirment Plans,Life Settlements,ETFs,UITs,stocks,bonds,mutual funds,closed-end funds. Variable Annuities,Fixed,Indexed Annuities,REITs,Oil & Gas Programs,tax write-off programs.

Additional information

  • Hours:

    Mon-Fri 8am-5pm ; Sun Closed