Atlas Financial Strategies Bewertungen 29

My wife and I were invited to a movie about annuities. After the movie, we were connected to a fiduciary financial consultant, who rather quickly talked us into investing over half of our portfolio into two annuities, one for each of us. A few days later, feeling rushed, we balked at signing and explained that we simply didn’t know enough about what we were doing to sign over so much of our retirement savings. Looking for a second opinion, we came across some helpful podcasts online made by Marty, which helped us considerably in better understanding annuities, so we contacted him. It became VERY apparent that Marty was well above the curve in his understanding of annuities as well as his ability to explain them. My wife and I are several years different in age and will retire at different times. Marty was able to navigate all our issues with our retirement, even breaking it down monthly. He was amazing! We now feel very comfortable with our future and feel indebted to Marty for his patience and caring and setting us up with a retirement that will work so well for us.

After talking to many annuity experts during the process of researching what would be the best type of annuity for our situation, my wife and I found Marty to be the absolute best. I don’t believe you could find anyone as professional, knowledgeable, and easy to work with as Marty. We consider ourselves very fortunate to have found Marty, and look forward to working with him for many years to come.

Marty is very knowledgeable. He gave us various options and game us the pros and cons helping us select the best annuities for each of us.

Marty Becker is professional, courteous, and helpful. he walked me thru every detail, and explained each step before I considered any annuities…he had the patience and I never felt pressured at all even though I took several months before I made a decision …He gave me much trust and confidence in the solutions he offered us for our situation…would highly recommend…thank you!!

Marty is the best. Very knowledgeable, exceptional customer service. He is very attentive to his customers needs. I highly recommend him.

Marty Becker was on top of his game.He listened to my concerns/expectations and came up with a great product/s for my personal situation.He was/is very responsive to my concerns and needs.I highly recommend himself and his Company

People are quick to complain, but seldom offer compliments. I didn't want to be one of them.

I’m very pleased to have stumbled across Marty's website and for engaging with him. I don’t easily trust people, especially when money is involved. Necessity is often the mother of invention, so I understood his drive and determination to find a solution to his own pension problem. Being self-employed for years I also admire entrepreneurship, so it is wonderful that he was able to put what he learned for himself into a business that helps others like me. The fact that he first chose a career path that was in service to others went a long way to fortifying my comfort level with his suggestions & recommendations. To top it all, he was very patient and accommodating as I worked through several options before finally arriving at a product decision that worked best for my needs.

One of the first questions Marty asked me was what is the purpose of the money that I wanted to invest. It resonated with me because once you figure that out, then it makes choosing an investment vehicle so much easier and logical.

Thank you once again for all of your help and guidance.

I was researching information about annuities and came across information about Marty and his company. I requested a publication, which was promptly sent. After reading the publication, I contacted Marty and started the process getting his recommendations. He provided a detailed list of options from a number of companies that fit my needs, answered all my questions and made sure I understood everything I needed to know. I got my annuity through Marty and couldn't have been happier with my decision. I would highly recommend Marty and Atlas Financial Strategies to anyone thinking about an annuity.

Having spent the majority of my life in various client-facing sales positions and management, it is a breath of fresh air to work with Atlas Financial Strategies / Martin Becker and your approach to this financial sector. My wife can attest to my tenacity when it comes to our money, and you showed patience and diligence as I came back to you with 100's of questions and requests. You never batted an eye or refused a request. The products you presented were complete with a total view of our particular situation. I never felt pressured to make a quick decision. You were informative, engaging, and encouraging. Thank you again for making this process successful!
As I mentioned at the beginning, I was an annuity skeptic. I knew several people, who in their 50's, bought annuities that guaranteed income 20 years in the future. They couldn't access their money and growth was limited. In fact, at age 55 I told my present financial planner that I would fire him on the spot if he presented any annuity to us! I will say that you helped change my skepticism towards annuities. Thank you!