Financial Planning

Financial planning is an ongoing process, determined by personal and financial goals and values. We work closely with our clients’ tax and legal advisors to develop an integrated and personalized plan.

After years of sophisticated insurance planning, Atlas Advisory Group has developed strong alliances with tax attorneys, CPAs, and trust departments, now a part of our personal network of advisors. In the ever-changing world of tax law, access to these specialists helps us provide comprehensive services to our clients with a team approach.

Since our clients’ businesses may also figure prominently into net worth, we provide navigation in the complexities of estate planning and business succession planning. For a corporation, we establish executive compensation plans to help ensure adequate security and funding to support corporate promises.