Our Services/What We Do Best

We provide Education, Empowerment and Independence.

Atlas Wealth Strategies believes that financial planning is a necessity in everyone’s life. Going much deeper than just product recommendations, the planning process offers a true holistic view and understanding of all facets of your financial life. You can see and understand how all facets of your plan: from a budget, to investments, to an estate plan, work together and toward your goals. This coordination of the parts of your plan may help the outcome.

Our plans generally cover the following areas:

  • Financial Goal Planning: We help you plan for specific life events such as a financial wind fall, selling a business, inheritance, divorce, etc.
  • Budgeting & Savings: We help you organize, understand and maximize your savings goals.
  • Investments: We help you understand things like your risk profile, what’s in your portfolio and where potential opportunities or issues exist.
  • Real Estate: We help you understand how your home, investment or rental property plays into your plan.
  • Retirement Planning: We help you figure out if you are saving enough to retire, when you can retire and put you on a path to retire.
  • Retirement Income Planning: We help you figure out how much you will need in retirement and how to best position your assets for distribution.
  • College Planning: We help you get your arms around the cost of college and how to plan to pay for it.
  • Risk Assessment: We help you see the risks and impact of a death, injury or illness on their plan.
  • Estate Planning: We advise you on techniques to pass your estate and your assets to your intended beneficiaries.

When you work with us, you become a member of the Atlas Community. This is an active community made up of our clients, friends, advocates, professional partners and thought leaders.

Investing involves risk, including possible loss of principal. 

How Are We Compensated?

Atlas Wealth Strategies believe that there is not a one size fits all solution to financial planning or how a client prefers to pay for our services. We like to be upfront and transparent about how we are compensated and provide our clients a choice. We can be compensated in one of four ways:

  1. We receive an annual fee based on a percentage of assets that we manage.
  2. We receive a one-time fee for a take-away financial plan. This is generally for those that want a full plan but prefer to implement on their own.
  3. We receive an hourly rate based on a very specific planning need. This is for those that need our expertise in one or two special situations such as a divorce or financial windfall.
  4. We receive a commission based on an investment or insurance product that we sell, such a mutual fund or life insurance policy. The commissions are always disclosed upfront.

We welcome any questions you may have, so please feel free to contact us.