Our mission is simple: to combine our knowledge, experience, and high level of ethics to provide financial recommendations and investment strategies through goals-based asset management our clients trust. We strive to go beyond the service level of the typical wealth management firm and serve as a trusted guide on which you can rely for comprehensive recommendations, customized retirement and investment strategies, and education tailored to your questions. Atkinson Wealth Strategies is a firm that severs a select group of individuals, families and businesses, we take pride in knowing we have built such strong relationships in our community. Whether you have questions about investing, your retirement years or leaving a legacy to your loved ones, contact us to learn more about how we may be able to help
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or strategy. We'll get back to you quickly with a thoughtful answer.
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Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When you’re married and have children, insurance needs will be different.
Don’t overlook the need for renter’s insurance if you rent your home.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
In the world of finance, the effects of the "confidence gap" can be especially apparent.