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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With over 6 million different investment options, we build professional custom fee-based investment portoflios.Learn More
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Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Retirees traveling abroad need to know that their health insurance travels with them.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding how capital gains are taxed may help you refine your investment strategies.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In the world of finance, the effects of the "confidence gap" can be especially apparent.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?