AVID Planning Competitors

Your wealth journey has been and will be as distinctive as you are. At Atlas, our advisors act as your guides, using their knowledge and passion to translate complex financial issues into simplified action plans that you can easily understand and follow. Managing wealth can be an intimidating journey laced with emotion and nuance. To do it right, you need extensive time, resources, and knowledge. At best, it’s a process that takes precious time away from family and leisure activities. At worst, you could make uninformed, irrevocable decisions that could negatively impact your future. Wealth management goes beyond investments, insurance, and one-size-fits-all formulas. We provide counsel and clarity to help you make better financial decisions so you can live how you want now and create meaningful legacies for the people and institutions you care about. The road to wealth is full of bumps and unexpected curves. Our goal is to free our clients from the complexities that come with success and wealth. Wealth is a journey. Let us be your guide.

Investment advisory services offered only by duly registered individuals through AE Wealth Management LLC (AEWM). AEWM and Synergy Financial Strategies are not affiliated companies. Synergy Financial Strategies is not affiliated with any state or local government agency, including the Florida Retirement System. Neither Synergy Financial Strategies nor its representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation.

Lighthouse Financial Planning is a financial services company based out of United States.