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Armand A. Atkinson
Financial Advisor
CFP®, ChFC®, CLU, MPAS®, AWMA®, CRPC®, CMFC®, ChFEBC®, AIF®
Advanced Wealth Planning Group5401 W Kennedy Blvd, Ste 460, Tampa, FL 33609
Broker Affiliation: Lanark Financial, Inc.
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Retirees or Seniors
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
More than 19 years professional investment management experience. I hold a Master of Science degree in Personal Financial Planning. I also hold the CIMA designation through the Wharton School at the University of Pennsylvania, among other industry recognized designations. As a CERTIFIED FINANCIAL PLANNER™ professional, I apply my investment and wealth planning experience to provide comprehensive solutions for business owners, families and individuals. I believe in a systematic approach to money management and having a detailed process that is based on the foundation of intellectual rigor and discipline. Compensation can be designed to what works best for you on a fee-basis (as a percentage of the assets being managed), on a commission-based basis (the amount will be disclosed in advance), or on an hourly-rate charge if you just want guidance or advice on your assets held elsewhere or financial situation.
Disclosures
Securities and Advisory services offered through Lanark Financial, Inc. Member FINRA/SIPC. A Registered Investment Advisor.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.