Welcome

OUR SERVICES
 
  • Retirement Planning
  • Wealth Accumulation
  • Asset Protection
  • Tax Planning
  • Income Planning
  • Life Insurance
  • Estate Planning
  • Income Planning


Come in for a Visit

We invite you to come in and have
a no obligation consultation with our
staff. A completely free meeting.
Upcoming Dates

View our Upcoming Events
page to see the dates for
our seminars.
Free Reports

Receive useful financial
presentations by going to our
Life events section.


ATLAS TAX ADVISORY GROUP, INC.

Atlas Tax Advisory Group, Inc. is a financial services firm serving southwest Florida residents for over a decade with strategies for Retirement Income Planning, Tax and Estate Planning, Wealth Preservation and ways to increase their legacies for future generations.

Our Unique Approach

We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. We understand how important it is for you to be able to trust your Financial Advisor – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.

That trusted advisor is Atlas Tax Advisory Group. We are experienced, responsive and understand your need for integrity and transparency.

To schedule a time to discuss your financial future, contact us at (941) 966-0234 or Fred@AtlasTaxAdvisoryGroup.com



 
 
 Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital.

This communication is strictly intended for individuals residing in the state(s) of FL. No offers may be made or accepted from any resident outside the specific states referenced.