Broker Check
Do You Know Someone Who Needs Our Help?

Do You Know Someone Who Needs Our Help?

November 30, 2017

What’s one constant in life? Change. Whether it’s due to a personal life transition or external factors like the ups and downs of the markets, change often impacts your finances. You may have created your financial plan years ago, and even though you’ve stayed disciplined and patient you could be wondering if your financial plan is still the best fit for you.

Does this resonate with you or someone you know? If so, you might benefit from the expertise of a guide who can take a second look and help you get your money in the best shape possible.

At ATL Advisors, we strive to instill a sense of security and provide our clients a comprehensive plan that incorporates both their immediate and long-term goals and outlines how they can successfully transition from where they are today to where they seek to be in the future.

In a free 30-minute introductory phone call, we’ll discuss:

  1. Which financial issues are currently causing you stress or feelings of uncertainty?
  2. What questions do you have about your financial future?
  3. What are your concerns or goals when it comes to investing?
  4. How do you envision your retirement?

During our discussion, we’ll answer any specific questions they may have and take the time to learn about their values, goals, and objectives. We’ll also share our seven-step personalized, high-touch approach to wealth management that helps us evaluate and coordinate each client's financial needs and goals, manage assets and execute strategies to pursue specific goals, and support efficient wealth transfer across generations.

We founded our firm to help business owners, professionals, high net worth families, and expats with their myriad of financial questions, concerns, and goals. We aim to serve as a trusted advisor with whom they feel comfortable sharing their financial concerns, life journey, and big dreams.

If you know someone who would benefit from the personalized services our firm offers, we would love to walk with them on their financial journey. Send them our way and let us help them evaluate where they are now, determine where they would like to go, and address any gaps that may be apparent.

Or, if you think you yourself would gain from a financial check-up, give us a call at (770) 800-2851 or email us at to schedule an appointment.