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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Management | Portfolio Management |
$100 - $200
Call to Book
|
Risk Assessment |
$50 - $100
Call to Book
|
|
Asset Allocation Strategy |
$75 - $150
Call to Book
|
|
Retirement Planning | Retirement Income Strategies |
$100 - $300
Call to Book
|
401(k) Management |
$50 - $150
Call to Book
|
|
Pension Planning |
$100 - $200
Call to Book
|
|
Estate Planning | Living Trust Setup |
$200 - $500
Call to Book
|
Will Preparation |
$100 - $300
Call to Book
|
|
Power of Attorney |
$75 - $150
Call to Book
|
|
Tax Planning | Tax Strategy Development |
$150 - $300
Call to Book
|
Tax Compliance Services |
$100 - $250
Call to Book
|
|
Entity Structuring |
$200 - $400
Call to Book
|
|
Financial Advisory Services | Personal CFO Services |
$250 - $500
Call to Book
|
Financial Goal Setting |
$100 - $200
Call to Book
|
|
Ongoing Financial Reviews |
$50 - $150
Call to Book
|
|
Insurance Services | Life Insurance Planning |
$100 - $200
Call to Book
|
Long-Term Care Insurance |
$150 - $300
Call to Book
|
|
Disability Insurance |
$75 - $150
Call to Book
|
At Atlas Wealth Advisors, our team of specialists serves as your companions, making use of their expertise and enthusiasm to decode complex financial matters into clear and concise plans of action that you will comprehend and be able to execute. We understand that navigating wealth can be a scary experience filled with feeling and subtleties. You can dedicate more time, money, and effort to it. Best case, it's a time-consuming process that affects your family and pastime activities. More unfortunate, you may make irreparable and misinformed decisions that could jeopardize your future. Wealth management is not only about returns, guarantees, and predetermined formulas; it is a personal journey where clients' feelings, experiences, and aspirations influence each step they take. Our commitment to counseling and clear advice allows clients to make important financial decisions that empower them to live their preferred lives and leave lasting impressions on those they care about. We strive to eliminate the complexities that frequently accompany success and wealth, allowing our clients to focus on their responsibilities and enjoy their wealth. Atlas Wealth Advisors
 
Overwhelmingly, Kyle Walters and Atlas Wealth Advisors are met with positive feedback. Multiple clients express their gratitude for Kyle's assistance in long-term financial plans, knowing, and dealing with their portfolios' fluctuations. They admire Kyle's personal touch, particularly his proactive communication and tailored financial advice. His dedication to their wellbeing and happiness both professionally and personally further cements their high praise. Clients are most relieved knowing that their estate, tax, and investment plans have not only been central to family goals but can also be adjusted when circumstances change. The firm's holistic, family-centered financial advice and customized investment planning mean many clients have confidently recommended the company. It is likely that such goodwill shows a professional, knowledgeable firm that genuinely cares about clients.
 
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