Our wealth management and financial planning services are designed to help you achieve your financial goals. We will help you prepare for retirement, college education, caring for a loved one, and any other financial goal you may have.
We develop an investment and savings plan that will act as a strategic guide and help you adequately meet these obligations. The plan is constantly monitored and updated to compensate for changing circumstances: only proper planning can ensure a high likelihood of success.
We are licensed as a Registered Investment Advisor and have a fiduciary obligation to all of our clients. This means that we always put your interests ahead of anything else. We do not make commissions of any kind and only receive compensation from you, our client.
Your investments are held by our preferred custodian, TD Ameritrade. You have access online at all times.
ATA Financial Group Wealth Management Services
- Comprehensive Financial Planning
- Asset Management
- Retirement Planning
- Education Planning
- Wealth Transfer
- Income Protection
- IRA, 401k, 403b, SEP
- 529 Savings Plans