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All Inclusive Plan

This plan is for those that need help with a little bit of everything.  Our All Inclusive Plan includes many of the services we offer all in one package. We will walk through all the important areas of your financial life to ensure you have it all covered and that you have a complete map to help you Live Richly now and a prepare Financial Freedom in the future.


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What's included:

* Work 1:1 with a Certified Financial PlannerĀ® to create your personalized plan.

*  Two 30 Minute Sessions to Understand Your Money Mindset (More Info)

*  Goal Planning ($500 Value)

*  Road Map To Retirement ($1500 Value)

*  Social Security Analysis

*  Income Planning & Distribution

*  Estate Planning ($1500 Value)

*  Road Map To Retirement ($1500 Value)

*  Estate Planning ($1500 Value)

*  Long Term Care Planning

*  Business Evaluation ($500 Value)

*  Survivor Income Planning ($500 Value)

*  Asset Allocation & Risk Tolerance Guidance

*  Your Personal Financial Website To Stay Organized and to Plan & Track Your Goals

*  Annual & Quarterly Reviews

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Blue Sofa

CONTACT

1000 Highland Colony Parkway

Suite 5203

Ridgeland, MS 39157

601-427-9399

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3102 West End Avenue

Suite 400

Nashville, TN 37203

615-620-5499

 

service@atlantiswealth.com

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Ready To Take the First Step Towards Financial Empowerment?
Secure your initial consultation to begin your journey towards a financially fearless future.

Book Your Initial Consultation

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Copyright © 2020 by Atlantis Wealth. All Rights Reserved.

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Atlantis Wealth are not affiliated. Cambridge does not provide legal or tax advice.

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When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to.  We make no representation as to the completeness or accuracy of of any information provided at these websites.

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This communication is strictly intended for individuals residing in the states of CO, FL, KY, MS, TN, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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For more details, please refer to Cambridge’s Form CRS (Customer Relationship Summary).

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