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.
Individuals and families can benefit from having a custom Independent Fee-Based Plan built.Learn More
With over 6 million different investment options, we build professional custom fee-based investment portoflios.Learn More
We care about your retirement and investment goals. The relationships we build with our clients are our utmost priority.Learn More
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Purchasing homeowners insurance is critical for protecting your home.
In the face of divorce, making changes to insurance coverage may be overlooked.
When to start? Should I continue to work? How can I maximize my benefit?
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.