Our Services
Here at MyAtlasPlanner.com I believe in having a plan….“Atlas first!” This is one journey you do not want to be without an Atlas. Atlas Financial Planning is committed to helping you retire and stay retired.
Atlas is your financial road-map! Let’s map out your journey today!
Our List of Services:
- Comprehensive financial planning road map
- Guidance from a Certified Income Specialist
- Inheritance and gift planning strategies
- Improved tax positioning of your investments
- Investment management
- Retirement strategies
- Estate conservation
- Insurance (Life, Income Protection, Long Term Care, and Health)
- I shop all your insurance needs so you don’t have to!
- Annuity products
- Alternative Investments (Oil and Gas, Real Estate Investment Trusts, 1031 exchanges, and Limited partnerships.)
- Maximization of workplace retirement
- Group benefits education
- Higher education plans (529, GET, etc.)
How I do it.
Well, I start with creating a financial plan for you. Not some cookie cutter plan. It’s your plan! After the plan is created and you agree that it works for you, then I begin the search to find you the products and services that optimize the results of your plan. I am an independent financial services company. I don’t own any products. I don’t have a company pushing product down my throat. I align myself with leading clearing houses and investment service companies to give me access to a wide variety of products that I then bring to you. I believe in not only asset allocation but also in product and investment company diversification. The best products and solutions for your plan don’t just exist with one company. Get the kind of service and investments your dreams, goals, lifestyle, and money deserve!
Call today to find out how I can put all this to work for you! 206-774-8863