Fred Atlas is the Founder and President of Atlas Financial Advisory Group, an asset and wealth management organization in Sarasota, Florida. For more than two decades, Fred has helped his clients in Southwest Florida better preserve their retirement savings and increase their retirement income.
After working for several major financial companies, Fred chose to become an independent agent so he could offer his clients a full range of investment management, wealth management, and estate planning services. Fred founded Atlas Financial Advisory Group, Inc. in 2002.
As President, Fred is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. Fred also works closely with estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.
As an independent financial advisor, Fred has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising healthcare costs, and market risk. With his extensive experience, Fred can create a customized financial strategy that can help you:
· Generate steady income in retirement
· Preserve your retirement assets
· Minimize your exposure to market risk
· Minimize taxes
Fred and his wife, Amanda, live in Sarasota. In their free time, they like spending time with friends and family and enjoying all the great outdoor activities that The Sunshine State provides.