Our Services
There are many approaches to financial markets, choosing the ones that best meet an individual client’s needs may be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to implement the services that address your unique situation.
Atlas can assist you with the following:
- 401(k) retirement plans and Individual Retirement Accounts
- 529 qualified tuition plans
- Existing Annuities
- Mutual funds
- Certificates of Deposit
- U.S.Treasuries Securities
- Group retirement and savings plans
- Simplified Employee Pension Plans
- Qualified Retirement Plans
- Other retirement savings plans designed specifically for employee groups
- Life insurance
- Long-term care, disability and critical illness