Broker Check


Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

The word 'retirement' evokes images of travel, golf, time with the grandkids, gardening...all those things we love to do, but never seem to have the time or money to do as much of as we'd like.  Once you retire you will have the time to devote to your wishes, dreams and hobbies. 

But do you have a financial plan in place that will ensure you have the funds to live the lifestyle you'd like? 

According to the 2015 Retirement Confidence Survey by the Employee Benefit Research Institute and Greenwald & Associates,* 36% of respondents are now planning to either retire after the age of 70 or not at all.

Atlas Wealth Strategies has the tools, resources, and experience to make sure that you are on the right path.  Call us today to get started or to revisit your plan!

Income & Expense Worksheet

Social Security Benefits

What is an Annuity