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Description

Our Motto: We are Crusaders Against Wall Street Greed We are an Investment Advisory firm providing expert investment advise on Retirement Planning, Wealth Building, Education Planning, Next Generation Planning and Corporate Accounts. Our Corporate Accounts are setup for retirement plans such as; 401(k), Simple IRA, SEP and individual Traditional IRA and ROTH IRA's. We also offer a Cash Surplus Investment Program (CSIP) to help our clients manage their cash surplus with higher yielding investments than a bank account with low-moderate risk. We are 401(k) Service Providers. Have you Benchmarked your 401(k) plan in the last few years? Call us to discuss how we can help your fiduciary responsibility. Key Features of our 401(k) services: - Unbundled Solution (Separate Investment Advisor, TPA and Record Keeper). - Open Architecture (We offer an Asset Lineup of ETFs to reduce fees with diverse choices). - Atlas acts at the 3(38) and 3(21) for Fiduciary Responsibility on every plan. - Provides Fiduciary guidance throughout the year and a digital Fiduciary File for documents. - "Retirement Ready" Education Programs. Enrollment, One-on-one, Video's. - Plan Design Consulting for maximum flexibility. Our approach is very simple, we understand your situation, your future financial goals and put together a comprehensive financial plan and execute over time. We also will explore next generation planning to ensure your financial wishes are carried out and to provide asset protection.