Financial Planning
Defining your goals and risk tolerance is at the center of everything we do. For some clients objectives are clear. Others need assistance in clarifying and defining their financial goals. Listening carefully to client concerns and developing a clear, mutually agreed-upon description of client objectives and needs are where we begin your financial plan. The overall financial plan may entail all of the following:
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Investment Planning
-Analysis of current portfolios -Developing investment allocations consistent with proper diversification -Client objectives and client risk tolerance levels Cash Flow Planning and Forecasting -Analysis of spending needs -Debt reduction strategies -Projecting cash flows from investment assets -Determining how much clients must save in order to meet future goals -Evaluating mortgage options Retirement Planning -401(k)/403(b)/IRA investment and rollover strategies -Developing retirement cash flow projections -Helping clients understand the viability of their specific retirement goals |
Risk Management
-Evaluating the riskiness and volatility of current assets -Planning for household and small business risk management Education Planning -Understanding options for college funding -Strategies for minimizing taxes when saving for education Estate Planning -Basic strategies for minimizing the estate tax -Strategies for avoiding or minimizing probate -Advice on gift giving and charitable giving -We will help you connect with a qualified estate attorney Tax Planning -Minimize capital gains -Understand the tax consequences of capital gains and dividends -We will help you choose funds that will minimize your tax bill |
Financial planning is a process, not a one time event. As needs change, we can provide personal, cost-effective guidance to help update your plans accordingly.
For people who are busy with their work and family lives, the maze of financial decisions and plans that must be made can be exhausting and frustrating. Our mission is to provide our clients with capable, professional support for their financial lives. As needed, we will coordinate with your existing attorney, insurance agent, and/or accountant to ensure that the issues that matter most to you are properly addressed.
303-744-0513 | info@AtlasCapitalMgt.com ©2010 Atlas Capital Management
For people who are busy with their work and family lives, the maze of financial decisions and plans that must be made can be exhausting and frustrating. Our mission is to provide our clients with capable, professional support for their financial lives. As needed, we will coordinate with your existing attorney, insurance agent, and/or accountant to ensure that the issues that matter most to you are properly addressed.
303-744-0513 | info@AtlasCapitalMgt.com ©2010 Atlas Capital Management