Clear Answers to
Your Important
Questions

Frequently Asked Questions

• WHAT SERVICES DO YOU PROVIDE?

  We start by building a plan to help you retire with confidence.  We will help you implement your investment strategy, all while working to minimize your tax burden.

  In addition, we can help with:

  -Implementing and updating your estate plan

  -Auditing your current insurance policies and making recommendations for improvement

  -Establishing a strategy to fund your kids (or grandkids) education

   

• WHAT IS YOUR PROCESS?

  Our process begins with getting to know you, what’s important to you and how you would like to work. We then design a financial plan and investment strategy to help you achieve your specific goals. After we implement your plan, we keep you updated on any changes that are needed to keep you on track.

  In short, we help you protect and invest your most valuable resources:  Money, Energy, and Time. 

• HOW IS ATLAS DIFFERENT FROM OTHER FIRMS

  1)  We are retirement experts.  You wouldn't trust your health to an average doctor.   Don't trust your retirement to an average advisor.  Click here to view our designations

  2)  We are your Personal CFO.  Some people talk about it, we wrote the book on it (literally).    Click here to download the first chapter for free

  3)  We are tax planners.  We can prepare your tax returns, and implement proactive tax strategies to minimize the taxes you pay now and through retirement.  Click here to meet our tax planning firm

   

• HOW CAN IT BENEFIT ME THAT YOU ARE A FIDUCIARY?

  • It means we are held, by law, to provide the highest standards of care to our clients.

  • It means we place your interests first, and above those of Atlas Wealth Advisors.

  • It also means we always ask ourselves, before we make any recommendations, or take any action on your behalf, “Is this in our client’s best interest?”

• WHAT IS ATLAS' INVESTMENT PHILOSOPHY?

  We don’t believe in putting your money at unnecessary risk.  Instead, we focus on solutions that we believe are globally diversified, tax-efficient, and low-cost. Our aim is to bring you long-term results that are aligned with your unique financial objectives.

• DO YOU HAVE AN INVESTMENT MINIMUM?

  Due to the time-intensive and comprehensive work we do, new clients typically have investable assets of at least $1,000,000.

   

• HOW DO I KNOW IF WE ARE A GOOD FIT TO WORK TOGETHER?

  We may be a good fit if:

  -You understand that your retirement is too important to be left to chance and understand the value of having expert guidance.

  -You’re interested in a long-term partnership with a proactive team dedicated to helping you organize your financial life and keep it that way.

  -You understand there’s more to life than the rate of return or the size of your portfolio. “Quality of life,” “freedom,” and “peace of mind” are important phrases when thinking about your financial future.

   

• I AM READY TO GET STARTED. WHAT IS THE NEXT STEP?

  We invite you to head to our Contact page, where you can request an introduction call. We’ll set aside time to have an initial discussion where we learn more about you, and you learn a little more about us.