Using some simplifying assumptions, we will take a hypothetical look at what results your current efforts might produce for your future. Great news, our process uses the predictability and control of math to get you what you need out of retirement, so you are comfortable, less taxed and happy. Then goes on to help you compound tax advantaged dollars to leave a meaningful legacy- money to your surviving spouse, children, and grandchildren.
Approximately 40% of your money goes to some form of tax. Federal, state, local, municipalities, payroll tax if you are working, gasoline, sales tax, and property taxes. We can calculate your effective lifetime tax costs on your retirement accounts and use math to effectively reduce tax costs. What if you could get out of debt in 9 years or less including your mortgage without any additional money than you spend now?
Approximately 40% of your money goes to some form of tax. Federal, state, local, municipalities, payroll tax if you are working, gasoline, sales tax, and property taxes. We can calculate your effective lifetime tax costs on your retirement accounts and use math to effectively reduce tax costs. What if you could get out of debt in 9 years or less including your mortgage without any additional money than you spend now?
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. We do not constrain the investment universe to publicly traded stocks and bonds.
The goal is for those who join us to be cashflow neutral with an immediate increase in value plus the opportunity to leverage our resources and outside opportunities to grow faster than you have in the past.
The goal is for those who join us to be cashflow neutral with an immediate increase in value plus the opportunity to leverage our resources and outside opportunities to grow faster than you have in the past.
We believe wealth is created in the private markets. Real wealth is created by owning a piece of something with future potential that will increase in value and cannot be diluted. Atlas offers a combination of the following advisory services to individuals, pensions, and profit sharing plans.
Before engaging the services of Atlas Wealth Management Group, Atlas will identify a client's financial background, prior investment experience, investment objectives, goals and restrictions, and risk tolerances, among other things.This information is used in determining which planning recommendations are appropriate for the client and/or which investment recommendations are suitable for the client.
Before engaging the services of Atlas Wealth Management Group, Atlas will identify a client's financial background, prior investment experience, investment objectives, goals and restrictions, and risk tolerances, among other things.This information is used in determining which planning recommendations are appropriate for the client and/or which investment recommendations are suitable for the client.
Our software will organize and consolidate all your accounts wherever they are held. Balances and activity are tracked and updated daily. The investment tracker provides real time data, current holdings, current values, and balance history. Assets are analyzed everyday against plan objectives. Over time you situation will change, the markets around us will change, and your goals may even change.
Protecting capital is important everyone. These economic times are unprecedented We are at an inflection point headed into uncharted territory. The key is to be loss averse rather than risk averse. Investors make money during economic booms but lay the foundation for that wealth creation during uncertain times like we are currently experiencing.
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