(530) 589-2515 | info@atlasfa.com
Take control of your financial future with personalized comprehensive wealth management.
Professional asset management for individual and institutional clients
We help employers understand and meet their fiduciary duty to bring the highest standard of plan care.
Comprehensive, relationship-based approach that involves on going periodic reviews.
Fee-Based Financial Planning
Wealth Management Services
401(k) for Employers
Better for your employees. Better for you.
We help you attract and keep talent by improving your plan’s design and making certain you are meeting your fiduciary responsibility.
What is your fiduciary responsibility?
As an employer with a defined contribution plan, your fiduciary duty means you are legally responsible for providing your employees with the highest standard of plan care.
Meeting your legal fiduciary responsibility
To help meet your fiduciary responsibility, we provide:
Improve your plan's design and function
We’ll become experts in your plan and work to improve it so that it functions better and meets the saving and investment needs of your participants. We implement or improve your:
Diversify your plan's investment menu
Our in-house investment team has constructed a highly-diverse investment menu, including:
We're serious about educating your employees
We really value education. To support your company, your plan and your employees, we provide comprehensive educational materials, including:
As your fiduciary advisor, we can assist your employees with their retirement accounts, help protect you legally, and make your life and your job easier.
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We're Fiduciaries
Being a fiduciary is the strongest standard in the financial advice industry. We are not only morally obligated; we are also legally obligated to do what is in your best interest at all times.
Fee-Based
Fee transparency is the only way you can effectively evaluate how we are doing. You will always know exactly how much we are being compensated. How can you evaluate the quality of service you are receiving without knowing what you are paying!
Independence
Independence is fundamental to providing the best advice. We do not create or sell any proprietary products. Being independent advisors, we represent our clients and not one company or product.
We Are Educators
We believe that education is key to providing the best advice. You will always know the reason for the advice we are giving and all the possible solutions to your problem.
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Copyright © 2021 Atlas Financial Advisors. All rights reserved. Advisory services offered by Atlas Financial Advisors, Inc. A registered Investment Advisor.