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

*Financial Planning offered through Andrew's affiliation with Eagle Strategies LLC, A Registered Investment Advisor.

**This program is not intended to be subject to the Employee Retirement Income Security Act of 1974 (ERISA). The employer does not contribute to or endorse the program. Employee participation is completely voluntary.