Atlas Financial

A clear vision

At Atlas Financial, we appreciate the intelligence and commitment you look for when you make the decision to choose your financial advisor. We are here to successfully guide you and show you how our strategic, comprehensive approach works. Financial planning is a dynamic, ongoing process that takes into account both your financial and personal lives. It does not matter whether you are a business owner, a financial officer, or simply an individual looking for direction towards retirement. You determine where you’re going, what you want for your financial future. Then we create a custom tailored financial plan built on and around you.

Financial planning

The financial world has become extremely complicated. That’s why we only offer customized plans- cookie cutter plans just will not adequately serve the specific needs of individuals. Your life and circumstances are different from anyone else’s and we believe your plan should fit you like a finely tailored suit. Whether you prefer to meet at your home, your office, or our office, we are here for you, to help you see the big picture. Our continual pursuit of creating a personal connection with our clients is one of the main reasons we have been so successful.

Our affiliation

Atlas Financial is a member of Lincoln Financial Advisors®, a diversified financial services organization headquartered in Philadelphia, Pennsylvania. Lincoln Financial Advisors is a member of Lincoln Financial Group, a family of companies offering a variety of financial and investment products in four distinct areas:

            • insurance and annuities
            • individual and group retirement plans
            • mutual funds
            • investment management

Founded in 1905, Lincoln has grown to become one of the largest, most enduring and fiscally sound financial services organizations in the United States with more than $100 billion in assets under management.

Individual

Whether you have recently relocated to Florida, are concerned about your retirement, or are disappointed in your previous investment performance, we have the answers to your questions. At Atlas Financial, we have Certified Financial Practitioners available for:

            • Estate Planning
            • Retirement Planning
            • Income Distribution Planning

Business

Our partner, Lincoln Financial Advisors®, through its wealth accumulation and protection business, is a leading provider of financial services: annuities, life insurance, 401(k) and 403(b) plans, 529 college savings plans, mutual funds, managed accounts, institutional investment and financial planning and advisory services. At Atlas Financial, we have Certified Financial Practitioners available to discuss business strategies for:

            • Key Employee Benefits
            • Voluntary Employee Benefits
            • Sophisticated 401(k) and Pension Programs
            • Buy/Sell Agreement Funding
            • Stock Redemption
            • Business Succession Planning