Services to Fit Your Needs

Be it planning for retirement, saving for college tuition, or ensuring your family is set up for success for whatever the future may hold, our team is proud to help you navigate it all.

Retirement Planning

Understanding your timeline and desired lifestyle to set you up with the proper accounts and actionable plan to get you there, be it 40 or 75 years young!

College Planning

Setting the future generations up for success in education through tax-advantaged college savings accounts and personal savings plans.

Income Tax Planning

Maximizing your tax bracket through lifetime tax mitigation strategies, stock options analysis and planning, and Roth conversion bracket bumping.

Insurance Planning

While we don’t sell insurance, we will work for you to unbiasedly select and set up the best types of plans to align your family for success no matter the scenario.

Investment Advisory

Leveraging decades of industry expertise and market analysis to strive for the best investment strategy to suit your needs and goals.

Risk Management

Understanding your volatility tolerance, performing investment audits and various stress tests to ensure proper account allocation.

Estate Planning

Ensuring your legacy is left in-tact for future generations through beneficiary selection strategies, tax management, and establishment of lifetime giving, and wills and/or trusts.

Life Planning

General planning around all of life’s goals and how you’ll get there. If you don’t see it here, give us a call!

Chat with an Advisor Today

Our experienced team of financial professionals are just like you – hard working, family-oriented individuals. We are well-versed in the challenges that come with planning for short and long term financial success and we’d love the opportunity to speak with you about how we can help you achieve your financial goals!

Let's Get Started

© 2022 Atlas Financial Management | (615) 437-0377 | danny@atlasfinancialmanagement.com |
1531 Hunt Club Blvd, Ste 310 Gallatin, TN 37066

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory Services offered through Triad Advisors, LLC., Member FINRA/SIPC. Atlas Financial Management and Triad Advisors, LLC are not affiliated.

We currently have individuals licensed to offer securities in the states of; Arizona, Florida, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, West Virginia, Wisconsin. This is not an offer to sell securities in any other state or jurisdiction.

Triad Advisors and its affiliates are not in the business of giving tax advice, consultation and/or tax preparation services and are not responsible for any outside businesses or persons providing such services.

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