Retirement & Financial Planning

The planning process

When we work together, your Atlas advisor will walk you through a personalized and comprehensive planning process to help identify and understand your exact financial situation. Then we will create a plan that meets your investment and retirement goals.

These key planning points are needed from you to get started:

1. How much savings you’ll need
2. How personal tax planning can save you money
3. How to best invest your savings
4. How to protect what you’ve earned
5. How to pass on your savings to your heirs
6. The order of the accounts you should use to live on
7. How you can eliminate debt and lower expenses

After we meet, we will take the information you’ve given us, and deliver a personalized plan for you. 

Your plan and what you get

One of the great moments in our partnership is the delivery of your financial plan. Besides being a road map to help you reach your retirement goals, your plan includes:

1. An income analysis to determine current and future needs
2. Advice on how to save money through tax planning
3. A comprehensive investment plan
4. A review of your estate and legacy plan to outline arrangements that will help protect and provide for your loved ones
5. A stress test to help assess the potential impact a major market event would have on your investments
6. An assessment to align investments with your risk tolerance and financial objectives
7. Successful living-in-retirement recommendations, and resources to guide you in the process
8. An actionable approach for managing debt and lowering expenses
9. Your financial plan and life evolve together
10. Your retirement plan is a living document. It’s important that it gets updated to mirror the changes in your life. We partner with you via ongoing communications and regularly scheduled meetings, which allow us to make the necessary adjustments as your financial situation evolves.

Working with you

At Atlas Financial, we’ll be here as your life changes. We take your future very seriously.

Partnering with us means you get:

A credentialed, fiduciary advisor

A dedicated client care team

Ongoing investment management guidance

Modern, easy-to-use technology

Meetings whenever you need one

A real person answering your calls

Education that furthers your interests

This is one of the most important professional relationships you’ll ever have. Want to experience the difference?

Contact us today.