Atlas Financial Group, LLC

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you to meet those goals. The good news is that it’s never too late to start. 



Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. We are trained professionals who can help you identify your financial needs and then determine which financial products can best help you to meet your objectives.



Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

 

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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How Long Will Your Funds Last?

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Understanding the current jobs situation and how it may affect the economy in the coming months.

Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

For auto and homeowners insurance, consider deductibles and coverage limits, and compare rates for available options.

Should You Open the Door to Closed-End Funds

A description of closed-end funds and why income-oriented investors may want to consider them for their portfolios.

Timing Social Security and IRA Distributions

Understand Social Security claiming strategies, longevity issues, and tax considerations to help maximize benefits.

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