How We Help
Atlas Fiduciary Services, Inc. is a boutique firm, our advisers specialize in two core services, employer sponsored retirement plans and individual wealth management. Our goal is to represent clients the way we would want to be represented. We believe in being objective, independent, and fair in our process. We understand that every plan sponsor and every individual are unique and should be represented as such.
Whether you are concerned with not having enough money to last through retirement or have questions about how a 3(38) or 3(21) fiduciary can help you, we can help objectively answer your questions, such as:
BUSINESSES
- What type of retirement plan is right for my organization?
- Should my company set up a 401(k) plan? Where do we start?
- What are my responsibilities as a retirement plan sponsor?
- How should I monitor the investments in my plan?
- Am I paying too much for my retirement plan?
- How does my plan compare to similar companies?
- Is my plan designed to meet my objectives for my company?
- Are my employees on track to retire with dignity?
- How can I adequately prepare my employees for retirement?
- What’s the benefit of working with an ERISA 3(38) fiduciary?
- What is a 3(38) fiduciary versus other fiduciaries, such as 3(21)?
INDIVIDUALS
- When can I retire?
- Will I have enough?
- Will I run out of money?
- How can I get the most out of my 401(k) and/or IRAs?
- What should I do with my 401(k) once I stop working?
- What is the best way to consolidate my numerous IRA accounts?
- How can I create a steady stream of income that lasts through retirement?
- When should I claim Social Security?
- How should I invest?
- What is my real risk tolerance?
- Are my investments adequately diversified?
- What is the appropriate asset allocation for me?
With the goal of forming trusted, long-lasting relationships with each and every client, we constantly seek to inovate and provide the highest level of service. By offering a wide array of services and utilizing a holistic process, we can help clients with many financial milestones in life, from expanding a family to building a career to managing a business to retiring. With our assistance, clients can focus on what they enjoy most in life!