(530) 589-2515 | info@atlasfa.com
You don't have to figure it out alone. Gain command over your financial future with Atlas Financial Advisors.
Fee-Based Financial Planning
- A relationship-based approach to working together.
- A Financial Planning team who will help you understand and organize your financial objectives.
- A detailed analysis of what it will take to reach your financial goals.
- Knowledgeable and objective recommendations related to all areas of your financial situation.
- A step by step written action plan so you can get started on the path to reaching your goals.
- On going periodic review meetings to monitor and update your progress.
- On going educational opportunities and subscription to our newsletter
Wealth Management Services
- Asset management for individual and institutional clients
- If you're seeking a customized portfolio utilizing asset allocation strategies, this may be the model for you.
- Tailored portfolio designed after a detailed analysis of investment goals and risk tolerance.
- Flexibility to use any investment company or product that fits your need-No proprietary products.
- Transparency of Fees-Annual management charge is based on the amount of assets under management
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:
- Customized employee policy statements
- Customized investment policy statements
- Quarterly investment reviews
- Any available fiduciary services
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:
- Safe-harbor design (matching and non-elective)
- Cross-tested profit sharing
- Auto-enrollment and escalation
- Qualified default investment alternatives (QDIA)
- Roth provision
Diversify your plan's investment menu
Our in-house investment team has constructed a highly-diverse investment menu, including:
- Passively-managed index funds
- Exchange-traded funds
- Primarily low-cost institutional funds
- Actively-managed investments
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:
- Webcasts
- Podcasts
- Articles
- On-site training
- Phone support
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.
CONTACT US TODAY
FIDUCIARIES
We are fiduciaries. Being a fiduciary is the strongest standard in the financial advising industry. We are not only morally obligated; we are also legally obligated to do what is in your best interest at all times.
Independence
We are independent advisors. We represent our clients and not one company or product. Independence is fundamental to providing the best advice.
Education Based
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.
Our Team
A. Cole Garcia, CFP ®
Principal, Founder & Investment Advisor Representative
R. Scott Marcoux
Investment Advisor Representative
A successful retirement starts with the right partner to help you achieve your goals.