Helping build your legacy, one asset at a time
At 435 Financial, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.
Atlantic Family Wealth
Our wealth advisors would be happy to answer any questions you have about your financial situation.
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Health Care in Retirement
Economic surprises: The U.S. Citi Economic Surprise Index, a measure of economic data relative to expectations, is near record highs, and economic momentum points to good upcoming results.read more
Major indexes finished broadly higher. Focus returned to positive fundamental backdrop; Dow +1.3%, S&P 500 Index +1.0%, Nasdaq +1.0%.read more