Understanding Today’s Financial Environment
Welcome, we’re Atlas Wealth Management, a financial organization in Frankfort, IL. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Before opening an account, get a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided Wealth Portfolios.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It's important to understand the pros and cons when considering a prepaid debit card.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Lifestyle considerations in creating your retirement portfolio.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
A special needs trust helps care for a special needs child when you’re gone.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.