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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Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
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Don’t overlook the need for renter’s insurance if you rent your home.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
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