Our Services

Investment Management

 

ASSET ALLOCATION AND TACTICAL MANAGEMENT‎

We have asset minimums but exceptions made for serious savers

RETIREMENT PLAN ADMINISTRATION

For clients with 0-4 employees

401k
Plan Administration

$300 per Quarter

Documents, Recordkeeping, Compliance

Defined Benefit Administration

$500 per Quarter

Documents, Recordkeeping, Compliance, Actuarial and Calculations

Participant
Charges

$8 per person

Plans with more than 5 participants

Asset Protection

Atlas Capital can show you simple and powerful ways to protect all your financial assets.

College Planning

Financial futures for parents often include some type of college fund.

Retirement Planning

Planning for you retirement isn’t as complicated as it might seem.