ATMFS Fee Table

Comprehensive Financial Services

Financial Planning
Comprehensive Financial Planning for both individuals and business.
Wealth Management
Asset allocation as well as personalized portfolio selection and management.
Retirement Accounts
We assist in the set up and maintenance of 401k/403b/457/IRA/Simple and other personal as well as business accounts.
Insurance Solutions
We provide insurance solutions for individiual and businesses.
Income Planning
Allow us to examine your needs and help you to generate the necessary income needed in retirement.
Cash Flow Analytics
We can complete a comprehensive financial plan and examine cash flow in order to find areas that can be improved upon.
Estate Plan
We will work closely your Estate Attorney in order to create an estate plan that is right for you.
Social Security Planning
At what age is it best to begin payments? We will help you find that out.
Asset Management
There are times in the market when the 60/40 allocation just won't do it. We provide comprehensive asset management to better suit your needs.
Divorce Planning
Sometimes life takes an unexpected turn. When it does we will be here to help.

Brian Mocogni, CFA
Partner / Lead Portfolio Manager
Gregory Kirwan CFP
Partner / Advice and Planning
PO BOX 984 North Kingstown, RI 02852
401-932-4732
Gkirwan@ATMFS.net
DisclosureWARRANTIES & DISCLAIMERSThere are no warranties implied.All That Matters Financial Services LLP is a registered investment adviser located in North Kingstown, Rhode Island ATMFS LLP may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. ATMFS LLP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of ATMFS LLP’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by ATMFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ATMFS LLP, please contact the state securities regulators for those states in which ATMFS LLP maintains a registration filing. A copy of ATMFS LLP’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from All That Matters Financial Services LLP upon written request. ATMFS LLP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ATMFS LLP’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.Insurance products and services are offered and sold through individually licensed and appointed insurance agents.