"At Atlas Investment Group, our mission is to provide personalized service and customized solutions to help you achieve your financial goals, guiding you along your life journey. We focus on protection, growth and income, so you can live your life with peace of mind."
Helping you reach your financial goals for retirement, education and legacy planning is the primary objective of our business. Although the path to these goals is not always a smooth one, we believe discipline, patience and open communication will help make the journey a success. We strive to keep you as informed as possible of any news, changing regulations and new opportunities that may affect your investments and ultimately your goals.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.
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Investor's Edge
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Strength you can trust
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IRA Beneficiary Planning
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If so, it’s important to know where your assets are, and where they are going. Call me today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together, we will carefully choose the option that best fits your needs and retirement goals.
