Registered Investment Advisory firm with 20 years experience focused on building long-term relationships based on comprehensive financial planning (retirement, estate and wealth transfer). Working closely with families, both near and entering retirement, we help our clients identify their retirement goals and develop a structured cash flow and wealth management strategy that allows our clients to realize their dreams of a fulfilling retirement. Our bottom-up approach starts with a cash flow analysis that drives our wealth management and portfolio distribution strategies, taking into consideration: fixed and discretionary expenses, tax status and healthcare costs & expectations. We believe in working directly with our clients’ estate and tax advisors for both agreement and accountability. Our investment philosophy is grounded in sound, comprehensive and diversified portfolio management that focuses on risk-adjusted returns matched with our planning expectations. By coordinating between institutional and boutique wealth management, we can provide a range of investment solutions that work toward specific objectives. We are currently seeking to build on this promise by working with advisors looking for a succession plan and are committed to ensuring their clients the best service possible after a successful transition from the business. Contact our office today to start a discussion about your legacy and the future of your clients. All discussions begin with a non-disclosure agreement to ensure your privacy. Atlas Financial Planning (949) 424-7703