Our Firm
Proud to offer comprehensive financial solutions for
individuals, families, and businesses
Individual Planning:
At Atlas Financial Strategies, LLC, it has been our pleasure to serve the Pensacola community and its surrounding areas. Our mission has always been, and will continue to be, to strive to provide our clients with the very best financial service available as well as a client experience that is second to none. We understand that our recommendations will impact you and your family for years to come. Therefore, we are very careful to make certain that the strategy we suggest is suitable to you and fits your objectives.
Atlas Financial Strategies, LLC provides insurance and retirement planning services to businesses and individuals. Being a leader in the financial services industry means continually striving for improvement. To keep pace with clients' needs, Atlas Financial Strategies, LLC has access to new products, and expanded quality service. Breaking new ground is part of the tradition. Our clients trust us for financial guidance.
Business Planning:
Atlas Financial Strategies, LLC provides Insurance and financial services to both small and large businesses, alike. From employee benefits to succession planning, our goal is to keep you as a business owner focused on one thing: running the business. Atlas Financial Strategies, LLC offers:
- Retirement plan administration including 401(k), 403(b), 457(b), Simple IRA, and SEP IRA
- Group benefits including Life, Health, Dental, Vision, and Disability insurance
- Key Person insurance
- Buy/Sell agreements
- Voluntary payroll deducted life insurance**
- Executive carve-out plans
Our Core Values
We Are...
Coaches
Behavior and biases can hold you back from achieving your financial goals, so we help you better understand how you make decisions. It’s our job to uncover blind spots, add perspective, and help you cultivate discipline.
Goal Oriented
Money is a tool to help you accomplish your life’s goals. Our role is to understand those goals and provide you with the financial confidence to pursue and achieve them.
Educators
Every financial decision presents a host of options for you to choose from. We help you understand what your options are, how they work, and the pros and cons of each—so you can make the best decision for you.
Attentive
We’re dedicated to your individual needs, crafting custom strategies that suit your unique goals and situation. If it matters to you, it matters to us.
Accountability Partners
Setting financial goals is important, but you won’t accomplish them without implementation. We help you prioritize and follow through with specific, practical steps so you can put your plan into action.
Proactive
Your goals, situation, and the economy will all change over time, and your financial plan should, too. That’s why we regularly review your strategies to ensure your plan is as efficient as possible.
Thorough
We leverage data-driven planning strategies and focus on the specifics of your plan to ensure every detail is accounted for and in line with your goals—because small details are often the most important ones.
Collaborators
Whenever possible, we collaborate with your team of professionals to ensure everyone is on the same page. We communicate with your CPA, attorney, financial advisor, insurance agent—whoever supports your financial world—to make sure nothing slips through the cracks.
Value Driven
We are always searching for ways to improve your experience and make the planning process as seamless, simple, and stress free as possible. Our mission is to provide value to you in everything we do.
Resourceful
Our goal is to support your best interests and provide all the tools you need to financially succeed. With our extensive resources, we’re equipped to guide you, teach you, and help you grow in every season of life.
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