ESSENTIAL PLANNING: OWNERS & ENTREPRENEURS
Atlas helps businesses and business owners develop and implement sophisticated, long-term financial plans that are highly tailored to your needs.
Our full range of services are combined with investment strategies based on Nobel Prize winning academic research accessible to select advisors worldwide.
In addition to offering our personal essential planning services (Getting Started, Building Our Future, or Settling In) to business owners, we provide the following services to businesses, foundations and endowments.
Business Retirement Plans
From 401ks to Defined Benefit Plans and more, Atlas Financial partners with Loring Ward to bring you Total Retirement Services. An innovative, cost-effective retirement platform that empowers plan participants and highlights the value of an independent financial advisor’s advice and guidance. We invite you to learn more about our distinctive approach and how our “5 Retirement Plan Essentials” can make a real difference for advisors, plan sponsors and plan participants.
All of our engagements begin with a no obligation introduction or second opinion review.
Business Tax & Accounting Services
Dedicated to our role as a comprehensive advisor, Atlas Financial partners with accomplished business CPAs to ensure your personal and business needs are met. Let us assist in finding the knowledge and expertise to provide you with the optimal level of strategic planning, accounting, and compliance services to put you in the best position to succeed.
As CPAs, we speak their language. Let us help.
Foundations and Endowments
Atlas advisors are dedicated to serving non-profit organizations. Based on over 80 years of Nobel Prize winning academic research, Atlas Financial’s innovative, cost-effective investment platform empowers board members and highlights the value of independent financial advice.
Rest easy knowing your fiduciary responsibilities are being met.
Second Opinion Review
Are you looking for a second opinion? Atlas offers consulting services for individuals and institutions wishing to evaluate their current financial results when compared to their objectives.
Atlas is truly a fee-only wealth advisor—we only charge a fee for the services we provide, with no hidden costs or expenses. We offer you complete objectivity because we have no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell mutual funds, insurance or other products.
Because we do not receive compensation from other sources, our sole commitment is to serve your best interests at a fair price.