(530) 589-2515 | info@atlasfa.com
What We do
- Understand your goals
- Gather information about your situation
- Evaluate your situation
- Discuss options
- Create and implement your plan
- Monitor your plan
- Discuss updates and observations
Our services
We offer a range of planning resources and services to help you reach your goals:
- Comprehensive portfolio management
- Investment strategies
- Income distribution
- Ongoing investment monitoring
- Insurance solutions
- Estate planning
- Periodic reviews
- Cash flow and tax planning
- Retirement planning
- Financial planning
- Wealth management
- Coordination with other professionals
Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, and our informative client newsletter.
You can also count on a response within 24 hours whenever you contact us with a question or concern.
Our fee structure
Our investment advisory practice is fee based. Our annual advisory fees are calculated simply as a percentage of assets under management.
* Additional charges may apply based on planning needs. Consult your advisor for fee arrangement specific to your circumstances.
How can we help you today?
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
Why work with us
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.
A successful retirement starts with the right partner to help you achieve your goals.