(530) 589-2515 | info@atlasfa.com
How can we help you today?
Client Service Models:
Relationship Based/Fee Based Financial Planning
- 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 informative 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
Product Solutions
If you have relatively simple need that be addressed with one consultation or a product, this may be the model for you.
Insurance
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
- Medicare Supplements
Meet Scott
Serving the greater Sacramento area
for over 15 years.
Scott Marcoux is a financial advisor who works with Sacramento Valley families, business owners, & non-profit associations. After spending over a decade with one of the largest financial institutions in the country, he joined an independent Registered Investment Advisory Firm, Atlas Financial Advisors. Scott believes independence is fundamental to providing objective straight-forward advice.
He has been in the industry since 2004. He received his BA degree in Political Science from CSU, Sacramento and has extensive experience in retirement income and protection planning. Scott has been a close consultant with Atlas Financial Advisors since its founding. His unique ability to communicate using a wide variety of easy to understand techniques has been featured at dozens of retirement planning workshops in Norther California.
Scott is committed to helping families and professionals in the Sacramento Valley make the most informed financial decisions possible and take the anxiety out of what should be a very exciting time-retirement. With his knowledge, experience, and commitment to helping his clients-they rest easy knowing there is a plan in place for them.
