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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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Knowing the rules may help you decide when to start benefits.
It's important to understand the pros and cons when considering a prepaid debit card.
Five strategies for managing your student debt.
It's important to understand how inflation is reported and how it can affect investments.
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
Taking your Social Security benefits at the right time may help maximize your benefit.
Investors seeking world investments can choose between global and international funds. What's the difference?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.