ARE YOU READY FOR EACH OF LIFE'S STAGES?
At ATFS, we understand that every individual’s financial journey is unique. That’s why we offer a range of personalized services designed to help you achieve your specific financial goals.
INDIVIDUALIZED SERVICES THAT MEET YOU WHERE YOU'RE AT IN LIFE
We want you to feel comfortable and confident with what’s happening with your finances at every stage of your life to get you to where you want to be.
YOUNG PROFESSIONALS
Starting your career and managing your finances can be overwhelming. We’re here to help you lay a strong financial foundation that sets you up for long-term success.
FAMILIES + ESTABLISHED PROFESSIONALS
As you advance in your career and grow your family, your financial priorities shift. We offer services to help you protect what you’ve built and plan for the future.
RETIREES
As you transition into your retirement your income and protecting your assets become top priorities. We offer services designed to help you enjoy a comfortable and secure retirement.
THE SECRET TO SUCCESS
Creating a financial roadmap for each person involves a systematic approach tailored to the unique needs and goals of everyone. Explore our steps to creating a financial roadmap.
01. ​
Initial Consultation
02.​
Define Goals
03.​
Custom Strategy
04. ​
Financial Roadmap
05.​
Implementation
06.
Monitoring
07.​
On-Going Support
In this phase, we strive to understand our client's objectives and discuss financial goals and situations.
At this time we set specific, measurable goals and prioritize to meet them.
We discuss tailored recommendations to your individual financial journey and discuss risk management.
Your custom financial road map is necessary for success. Here we outline an action plan and timeline.
The execution of our discussed plan commences and we coordinate with other professionals, if needed.
Monitoring and adjustments are regulatory where we perform reviews and make any necessary changes.
Last but not least, we ensure you have continued guidance, support, education and empowerment.
