At Atlas Wealth Management, LLC, we treat our clients with courtesy and integrity. We provide financial plans that is tailored to your specific needs, current and future. We understand how the value of a solid financial plan, and the positive impact on you, your family and your business.
At Atlas, we use cutting edge technologies to ensure up to the minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective. We also give you access to your account so you can see your portfolio 24/7.
At Atlas, we help people achieve their financial goals. Most people rarely think about, let alone plan their financial futures other than a IRA plan on their own or via their companies. In most situations, thats not enough. There are so many considerations to think about with yourself, your family, and the next generation. Planning for college, building wealth and most importantly, do you have enough saved at retirement to continue your standard of living. Throughout the years there are many expected and unexpected events that occur. Some include vacations, medical situations, children's religous events, college tuition(s), study abroad programs and weddings.
Above all, health is the most important factor in your life and your families. Always make sure you have more than just adequent health insurance. At this point, its time to plan your financial future. In order to do this, you need to prepare a "Life Balance Sheet" to include all the assets and liabilities that affect you on a daily basis. This is the first step in preparing the proper portfolio diversification plan.
More information needs to be gathered. Our next step is a "Client Risk Profile" to determine how much risk you can and/or willing to take. This is based upon your "Life Stage" and "Risk Tolerance". Pulling all this critical information together is time-consuming, but necessary to determine the right Financial Plan for you and your family.