Living in Retirement

You are currently retired and enjoying your golden years. Your financial plan may be due for a check-up as you consider estate planning and leaving a legacy. If you are currently living in retirement, health care costs and inflation are two items you may need help navigating.

  • We understand what it’s like to be living in retirement

    Estate Planning

    Your Atlas Wealth Management Advisor can help structure an estate plan designed to leave as much as possible to the next generation.

    See how we can help.

  • Gifting and Philanthropy

    If retirement is comfortable, learn how to give in a tax-efficient manner.

    Get started today.

Financial Education Resources

Investment Management, John C. Ogle/ Apr 17, 2023

The Times They Are A-Changin’

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Blog, News/ Apr 17, 2023

Atlas Highlights – Spring 2023

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Planning on Call, Blog, Resources/ Aug 11, 2022

Planning on Call: Private Practice… Understanding Drivers of a Lagging Payment Model & Creating Your Most Effective Revenue Cycle

By Tim Hamilton, CFP®, CIMA, CSLP | thamilton@atlaspwm.com Welcome to ‘Planning…

Atlas Private Wealth Management will be with you every step of the way as you navigate the world of retirement. This is a new phase of life for you and we are here to simplify it.

Get Started Today