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WHY WE DO IT
To help your company and the market you serve Get The Word Out.
No Big Media ambushes, traffic reports, and commercial interruptions.
We feature Business Professionals interviewing their peers, drilling down
on the critical issues, and delivering practical information to an engaged audience.
Business Is Good. Your Work Matters. Share The Air.
Andrew Martin / Atlas Financial Strategies
President / Owner
At Atlas Financial Strategies, it has been our pleasure to serve the Pensacola community and its surrounding areas. Our mission has always been, and will continue to be, to strive to provide our clients with the very best financial service available as well as a client experience that is second to none. We understand that our recommendations will impact you and your family for years to come. Therefore, we are very careful to make certain that the plan we suggest is suitable to you and fits your objectives.
Atlas Financial Strategies provides financial and retirement planning services to businesses and individuals. Being a leader in the financial services industry means continually striving for improvement. To keep pace with clients’ needs, Atlas Financial Strategies has access to new products, expanded quality service, and pioneered new technologies. Breaking new ground is part of the tradition. For Strength and Guidance, trust Atlas Financial Strategies.
Atlas Financial Strategies, LLC provides Insurance and financial services to both small and large businesses, alike. From employee benefits to succession planning, our goal is to keep you as a business owner focused on one thing: running the business. Atlas Financial Strategies, LLC offers:
- Retirement plan administration including 401(k), 403(b), 457(b), Simple IRA, and SEP IRA
- Group benefits including Life, Health, Dental, Vision, and Disability insurance
- Key Person insurance
- Buy/Sell agreements
- Voluntary payroll deducted life insurance*
- Executive carve-out plans
Executive Benefits
The success of most businesses is tied into the talent, passion and work ethics of their key executives. Executive benefit packages can help you attract, motivate, and retain high-caliber employees and keep your company healthy and stable. We can help you with non-qualified plans, supplemental employee retirement plans, split dollar plans, and more.
Succession Planning
Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.
Key Person Insurance
Key person life insurance offers a death benefit that indemnifies an employer for the loss of one of its most important assets – the key person. This can help assure continuity of the business for employees, customers and creditors, and protects against losses in sales, momentum, and credit. It can also be used to recruit and develop a replacement for the employee.
Buy-Sell Agreements
A buy–sell agreement is a legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or leaves the business, whether by force or by choice. A funded cross-purchase buy-sell plan utilizes life insurance to ensure that the arrangement is properly funded so that there will be money when the event is triggered.
Deferred Compensation
Deferred compensation is a written agreement between an employer and an employee where the employee chooses to have part of his or her compensation withheld by the company, invested on their behalf, and distributed back to them at a pre-determined point in the future. Deferred compensation can be used as a flexible way to attract and incentivize key employees.
Atlas Financial Strategies, LLC
7282 Plantation Road, Suite 400
Pensacola, FL 32504
Phone: (850) 542-4803
Tom Koenig / King-Sized Solutions
Owner / Independent Consultant
Mr. Tom Koenig is a retired United States Air Force Master Sergeant, who worked in the personnel field the latter half of his 22-year career. As a Certified Identity Theft Risk Management Specialist and a 2003 graduate from St. Leo University with a degree in Human Resource Management, Mr. Koenig specializes in studying the identity theft crime and teaching solutions to small businesses and large corporations. After having served for six years on the local Gulf Coast Crime Stoppers board of directors, and attending over 20 corporate training events across the country, Tom stays informed on local and national crime trends pertaining to I.D. theft issues. As the owner of King-SizedSolutions, LLC, Mr. Koenig works as an independent associate for a company that provides family and small business legal plan memberships, and an ID Theft restoration plan for today’s fastest growing white-collar crime.
www.tomkoenig.biz
www.kingsizedsolutions.biz
www.kingsizedsolutions.net
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