Atlas Financial Management LLC

04/07/2026

🧾✨ Spring Cleaning, Simplified! ✨🧾

It’s time to clear out those old files and make room for what matters—our FREE Shred Day is back!

📅 Thursday, April 16
⏰ 10:00 AM – 2:00 PM
📍 1531 Hunt Club Blvd, Suite 310

Stop by and drop off your confidential documents —easy, safe, and one less thing on your to-do list!

✔️ Old tax returns
✔️ Bank statements
✔️ Medical paperwork
✔️ Anything with sensitive info

📞 Bringing more than 2 boxes? Give us a call at 615-437-0377

Feel free to share with a friend who needs a little decluttering motivation!

04/02/2026

In observance of Good Friday, the financial markets will be closed. Our office will be open by appointment only.

If you need assistance, please reach out and we will be happy to schedule a time to connect.

Wishing you a meaningful Good Friday.

03/07/2026

🌞⏰ Spring forward, everyone! It's that time of year again—Daylight Saving Time is here! Don't forget to set your clocks forward by one hour tonight. Enjoy the extra daylight and make the most of the longer days ahead! 🌼🌅

01/26/2026

❄️ Office Update ❄️
Due to winter weather and out of an abundance of caution, our office will be closed today and tomorrow to keep our clients and team safe.

We will continue to monitor phones and emails and can return calls as conditions allow ☎️📧

We’ll also keep an eye on road and weather conditions for the remainder of the week and share updates as needed.

Stay safe, warm, and cozy out there! 😊🧣

11/27/2025

🦃 Happy Thanksgiving! 🦃

We’re feeling extra grateful today—and our clients are at the top of the list. Thank you for trusting us, connecting with us, and allowing us to be part of your financial journey.

Wishing you a holiday filled with good food, warm moments, and time with the people who matter most. 🧡

Please note: our office will be closed Thursday & Friday so our team can enjoy the holiday with their families.

From all of us at Atlas Financial Management—have a wonderful Thanksgiving! 🍂✨

09/25/2025

Proud to be out on the course with Davidson Academy today!

Today is our DA Golf Classic at The Legacy in Springfield!
Atlas Financial Management is one of our Hole Sponsors for this event. Thank you for supporting our Davidson Academy Athletic Boosters!

08/14/2025

Annuities can be an integral part of a retirement strategy, providing a regular income stream while living in retirement. Like any investment, there are pros and cons. Work with a professional to be sure it’s the right fit for you.

An annuity is a financial product that pays out a fixed and reliable stream of income to an individual, which is typically of primary importance to retirees.

08/07/2025

Many investors grapple over the decision of whether to invest in their employer-sponsored traditional 401(k) or Roth 401(k). The answer comes down to the preferred timing of taxes: now or later? And for many the answer is contribute to both.

If your employer offers a 401(k) retirement savings plan, one of the big questions you may have to answer is this: Traditional or Roth? Here's how to decide.

07/31/2025

Use your Health Savings Account (HSA) as a retirement account? Absolutely! Unlike all other retirement accounts, HSA contributions AND withdrawals are never taxed. And any unused funds can be used in retirement to pay for medical expenses.

Thanks to its unique tax advantages, an HSA may be the best retirement option you never knew you had. Here's how to take advantage if you qualify for one.

07/24/2025

One investment choice that can be used to address your investment goals is an exchange-traded fund (ETF). It can offer the flexibility of stocks with the diversification benefits of mutual funds. Take a closer look.

An exchange-traded fund (ETF) is a basket of investments like stocks or bonds. ETFs let you invest in many securities all at once.

07/17/2025

Mutual funds provide a diversified way to invest in the stock market. They essentially pool investor money together to purchase a collection of securities. This allows you to benefit from market gains while adding protection against losses.

A mutual fund consists of a portfolio of stocks, bonds, or other securities and is overseen by a professional fund manager.