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10235 West Lincoln Highway, Frankfort, IL 60423

815-464- 8614
steven.swanson@atlaswm.com
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Our Services

Services
How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and seek to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

How We Help
Our Goal Is To Earn Your Trust

In the complex world of finance, finding someone you can trust is invaluable. Our team of dedicated financial advisors is committed to building lasting relationships based on integrity, transparency, and personalized service. We understand that your financial goals are deeply personal, and we take the time to listen and understand your unique needs.

Meet Our Team

Retirement Planning

Retirement should be a time of relaxation and enjoyment, and our retirement planning services are designed to work toward making that vision a reality. We work closely with you to develop a comprehensive plan that aligns with your retirement goals and lifestyle aspirations. From assessing your current financial status to forecasting future needs, we provide a clear roadmap to work toward ensuring you can retire comfortably.

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Estate Planning

Estate planning is about more than just distributing assets; it's about preserving your legacy and ensuring your wishes are honored. Our estate planning services are designed to provide confidence by helping you craft a comprehensive plan that reflects your values and priorities. We work with you to develop strategies for wealth transfer, minimize estate taxes, and preserve your loved ones' future. Whether you're planning for the next generation or supporting charitable causes, our professional guidance seeks to ensure that your estate is managed with care and precision.

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Tax Planning

Navigating the complexities of taxes can be daunting, but with our guidance, you can confidently seek to optimize your financial strategy. We specialize in identifying potential opportunities to work toward minimizng your tax liability while ensuring compliance with the latest regulations. 


Specific individualized tax advice not provided. We suggest that you discuss your specific situation with a qualified tax advisor.

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Customized Investment Management

Navigating the investment landscape can be complex, but with our investment management services, you gain a valued partner dedicated to working toward maximizing your financial potential. Our team of experienced professionals works closely with you to understand your risk tolerance, financial goals, and time horizon, crafting a personalized investment strategy that aligns with your objectives. Through careful analysis and proactive management, we strive to optimize your portfolio's performance while adapting to market changes. Let us help you work toward growing and protecting your wealth with confidence and expertise.

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Holisitic Financial Planning

Pursuing financial stability and growth requires a well-crafted plan, and our financial planning services are here to guide you every step of the way. We take a holistic approach to your financial health, addressing everything from budgeting and saving to investing and wealth management. Our team of experienced advisors is committed to understanding your unique goals and crafting a personalized strategy to help you pursue them. With our support, you can confidently make decisions that strive to secure your financial future and bring your aspirations to life.

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Let's Get Started
Schedule a Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation