The road to retirement success is different for everyone. That is why we take the time to get to know each and every client before delivering a Personalized Retirement Roadmap. After we've identified your goals, we'll review your current financial situation and help you identify the best strategies available to help achieve your goals.
We'll provide you with a customized financial plan tailored to your specific needs and goals. Download our free financial report to learn what you can do to avoid having these risks derail your plans for retirement. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Atlas Financial Advisory Group, Inc. and our editorial staff.
We'll provide you with a customized financial plan tailored to your specific needs and goals. Download our free financial report to learn what you can do to avoid having these risks derail your plans for retirement. All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Atlas Financial Advisory Group, Inc. and our editorial staff.
Services
The team behind Atlas Financial Advisory Group, Inc. is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Atlas Financial Advisory Group, Inc. is a full-service financial firm dedicated to helping individuals and families meet their immediate and long term financial goals and objectives.
Fred Atlas is the Founder and President of Atlas Financial Advisory Group, an asset and wealth management organization in Sarasota, Florida. For more than two decades, Fred has helped his clients in Southwest Florida better preserve their retirement savings and increase their retirement income.
After working for several major financial companies, Fred chose to become an independent agent so he could offer his clients a full range of investment management, wealth management, and estate planning services.Fred founded Atlas Financial Advisory Group, Inc. in 2002. As President, Fred is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies.
After working for several major financial companies, Fred chose to become an independent agent so he could offer his clients a full range of investment management, wealth management, and estate planning services.Fred founded Atlas Financial Advisory Group, Inc. in 2002. As President, Fred is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies.
At Atlas Financial Advisory Group, Inc., we believe that with the proper guidance, you can achieve the retirement you have always envisioned. We'll work with you to create a well-thought-out plan, using the investment strategies that make the most sense for your situation and financial needs. All written content on this site is for informational purposes only.
Although the growth-based financial strategies you used during your working years might have been effective in helping you grow your retirement savings, those same strategies can actually jeopardize your financial stability once you near retirement. That's why many of the best retirement plans recommend that you should try to reduce your exposure to growth-based financial strategies once you near retirement.
Affluence comes with its own set of needs and challenges. Atlas Financial Advisory Group provides attentive service to help high-net-worth individuals develop effective wealth and investment management strategies. We work in conjunction with clients' CPAs and lawyers to provide comprehensive wealth management services.
Reviews (1)
Carol Summers
Jan 27, 2022
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I was very disappointed in Fred’s unprofessionalism. I was invited to a seminar and I RSVP that I would be there, and when I showed up on time he said I was not able to attend the seminar or have dinner because I had been to a seminar several years ago and I did not by any services from him. I told him my situation has changed and things are different and he still sent me home. It was very embarrassing and the fact that his secretary did not call me ahead to tell me I could not attend wasted a lot of my time. He is obviously only interested in what you can do for him, not what he can do for you
