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29 reviews on file
Atlas Financial StrategiesChoose a row to list only the reviews with that rating.
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Particulars
At ATLAS Financial Strategies, we're more than just a retirement planning firm. Instead of primarily focusing on the sales of products, president and owner Marty Becker is dedicated to educating consumers on how to not only protect their assets during retirement but also squeeze the most income possible out of the wide range of annuity products available on the market.Marty's journey into the financial world is as unique as it is inspiring. With a background as a professional firefighter and paramedic, Marty's initial calling was to help people during their most challenging moments. This dedication to service took a new direction when he faced a personal financial turning point: the shift of his pension system to a stock market-dependent retirement account. This pivotal moment led Marty to immerse himself in the financial realm, seeking a secure solution for his and other's financial futures.His research led him to an often misunderstood sector: insurance and annuities. Marty's findings were not just enlightening; they were revolutionary, challenging the common perceptions held by many 'experts' in the field. Embracing this newfound knowledge, Marty transitioned from firefighting to founding Atlas Financial Strategies, aiming to offer diverse, secure solutions not limited to a single company or product.Under Marty's leadership, ATLAS Financial Strategies has become a beacon of reliable, guaranteed retirement planning. Our approach is straightforward and rooted in certainty. We believe in 'when', not 'if', ensuring that our client’s retirement plans are not just hopeful strategies but guaranteed outcomes.Join the many who have placed their trust in Marty Becker and ATLAS Financial Strategies. Experience the peace of mind that comes with a secure, well-planned retirement!
Register summary for Atlas Financial Strategies (atlasfinancialinc.
Same department
The docket
29 published reviews on file
Filed
We found Marty through his on-line educational videos on Annuities. Honestly, finding and picking the right annuities for our needs was a jungle. Marty helped us through the research and presented several options for us, and we believe we ended up with the perfect annuity mix for our needs. We highly recommend Marty. His service and professionalism are top notch.
Filed by S&B I.
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Marty took the time to help me find the annuity that was right for me. He was very responsive when I had questions. Annuities can be very complicated and Marty helped to simplified them and find what was right for me.
Filed by D B.
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Working with Marty was a pleasure! The experience was much better than other annuity purchases.
Filed by James E.
Filed
I recently purchased multiple annuities from Atlas financial strategies, my experience was fantastic on many levels. I work with Marty Becker, who was fantastic to deal with. He answered all of my questions and provided me with all the information I needed to make a decision that I was comfortable with. Annuities should be bought and not sold , and that was the experience I had with Marty no high pressure sales pitches. It took me a while to make my decision and Marty was there to answer any questions I had and after I made those purchases, he continues to be there to answer any questions and help me in any way possible I would highly recommend Atlas financial strategies.
Filed by Gary A.
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Marty is superknowledgeable about Annuities and has many resources to find you the best deal. He also educates you during the Application and all the way to the end. I will strongly recommend contacting him if you are considering Annuities.
Filed by Juan Carlos E.
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I highly recommend Marty Becker / Atlas Financial Strategies for a thorough review of your income portfolio in retirement. Marty is responsive, demonstrates quality communication as well as high integrity. His guidance is well-rounded and helps in arriving at quality decisions.
Filed by Chris
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I highly recommend Atlas Financial Strategies for your portfolio or investment needs. Marty is trustworthy, clearly communicates, responsive, easy to get ahold of, and follows up in a timely manner. He guides through each step and provides expert advice that you can research before making your final decision. 5 Stars is not enough. Atlas Financial Strategies deserves a 10!
Filed by Dr. Terrell R.
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I had retired in February 2024 at 61 years old. I began researching Annuities in April. I received many different offers, suggestions, and advice before I met Marty in about November 2024. Many of them suggested that I use 80% or more of my portfolio to put into Annuities (qualified $'s in my 401K and Rollover IRA). I thought that this was way too aggressive to put this much into Annuities and it gave me immediate insight into how some of these agents work. Many suggested Fixed Index Annuities for growth based on indexes that track the S&P and others. These were often new (1-2 years old) indexes. This FIA Annuities provide sample "hypothetical" growth tables of 30 year history of the real S&P and data from the "new" suggested index based on "back tested" (extrapolated/modeled) data since there is no real data for these indexes that far back in time. Marty was different. I said that I would like to see $40K or more guaranteed income per year using about 50% of my portfolio, leaving the rest for the market and other investments. Marty was very patient and competent. He was the first one who listened and gave me a valid suggestion at way more income than any others and it was guaranteed income. He suggested a 2 Annuity strategy that provided a guaranteed $41K for 10 years, then $42.65K for the rest of my life. This was a well though out plan that used about 55% of my portfolio which was reasonably close to my goal. The 2nd annuity has a Roth Conversion option that will give a nice tax advantage when I receive that income. I asked many of the other agents if they could provide competitive offers. Marty was never pushy. He waited patiently while I reviewed many other offers. I discussed their suggestions with Marty. I (we) found some misleading or incorrect statements (maybe lies) made by some of the agents. None of them beat the income from Marty's annuity suggestions. Most of them were from the FIA's mentioned above that don't have guaranteed income but depend on hypothetical Market growth. I finally decided to move forward with Marty's plan in April 2025 after about 5 months of making comparisons. He also has a good real-estate based investment offer with a guaranteed 8% growth compounding quarterly for 3 years. I will put some of my remaining $'s into this investment given the recent market volatility. I would highly recommend Marty as your Annuity and investment agent.
Filed by Alex C.
