Atkinson Wealth Strategies

Aug 2018

Top Notch! Will Recommend! Tyler started the process by listening to my goals and concerns. I am a self employed individual with a more complex situation than most. I needed an expert and found one. We started with a custom financial plan that addressed my goals and concerns. That lead the way for building out the custom fiduciary advisory accounts tailored specifically towards my goals. I have my business SEP accounts, IRAs, and individual investment accounts with them. Tyler even speaks with my accountant on a yearly basis to make sure tax efficiencies are being maximized in my plan and investments.

Dec 2017

Thank you for all your help! I look forward to seeing what comes back this next time around.