Let's Talk About Your Retirement

 

Are You Ready For Retirement?


We can help you:


⇒ Optimize your Income

⇒ Invest Smarter

⇒ Pay Less in Taxes



GET YOUR FREE RETIREMENT CHECKLIST

 

 

 

Are You Ready For Retirement?


We can help you:


⇒ Optimize your Income

⇒ Invest Smarter

⇒ Pay Less in Taxes



GET YOUR FREE RETIREMENT CHECKLIST


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How clear is your plan for retirement? 

GET ANSWERS TO THESE COMMON QUESTIONS

Can you live the life you want in retirement without running out of money?

What risk are you taking in your investments, and what fees are you paying?

Are you paying more in taxes than you have to?

  I WANT ANSWERS - REQUEST AN INTRODUCTION CALL

What We Do

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RETIREMENT PLANNING

Live the life you want in retirement, without having to worry about running out of money.  We're retirement planning experts, so you don't have to be.

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Investment Management

Achieve your goals in both good and bad markets with a long-term, reliable approach.  We will implement a clear strategy that evolves as your needs change.

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TAX PLANNING

Avoid missed opportunities and unnecessary taxes.  Our team of tax and retirement experts will help you minimize taxes now, and through retirement.

Your retirement is too important.  Don't leave it up to chance.

We help successful families create and implement a plan to live the life they want, and not have to worry about money. 

REQUEST AN INTRODUCTION CALL

 

 

 

 

Your retirement is too important. 
Don't leave it up to chance.

We help successful families create and implement a plan to live the life they want, and not have to worry about money. 

REQUEST AN INTRODUCTION CALL

GETTING STARTED IS SIMPLE

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INTRODUCTION

Let's get to know each other.
A little about you and a little about us.

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DISCOVERY

Learn all about you and your goals for retirement.

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PLANNING

Clear financial recommendations to help you achieve your goals.

 

I WANT TO WORK WITH THE BEST - DOWNLOAD THE WORKSHEET

HOW WE ARE DIFFERENT

 

WE ARE RETIREMENT EXPERTS

You wouldn't trust your health to an average doctor. 
Don't trust your retirement to an average advisor.
OUR RETIREMENT FOCUS→ 


WE ARE YOUR PERSONAL CFO

Some people say it, we (literally) wrote the book on it.
DOWNLOAD THE FIRST CHAPTER →

WE ARE TAX PLANNERS

We can prepare your tax returns, and implement proactive tax strategies.
OUR TAX FIRM →

 

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Are you ready for retirement? 

Take our Retirement Quiz and get your Retirement Readiness Score.

MEET YOUR TEAM

Atlas Wealth Advisors - 2021 Team

RETIREMENT, INVESTMENT MANAGEMENT,
AND TAX PLANNING

ALL TOGETHER, AND AT YOUR SERVICE

 

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Have A Question?


Request a call with Kyle Walters, CFP®
Kyle is an expert in retirement income planning and investment management.

Have A Question?


Request a call with Kyle Walters, CFP®
Kyle is an expert in retirement income planning and investment management.

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OUR OFFICES


10000 N CENTRAL EXPRESSWAY # 700
DALLAS, TX 75231

PHONE: 214.238.4380

EMAIL: ADVICE@ATLASWA.COM

 

Atlas Contact | Plan for Retirement