Southwest Business Consultants, Inc.

Financial Planner & 401k Specialist

Your Financial Planning Compass

Like a compass provides direction by showing you where you are, great financial planning provides clarity so you can chart your own course. At Atlas Financial Planning, we believe the best financial plans are built on expertise, transparency, and your goals—not ours.

With over 20 years in financial services, I've guided hundreds of families and business owners through major financial decisions. My focus has always been the same: helping you understand your situation clearly so you can make confident decisions about your future.

Specialized Expertise in Retirement Income Planning

I'm not a generalist. I specialize in what matters most to many of my clients: retirement income planning.

My credentials reflect this specialization:

CIS (Certified Income Specialist) — Specialization in income planning strategies
CRPC (Chartered Retirement Planning Counselor) — Advanced expertise in retirement planning
CPFA (Certified Plan Fiduciary Advisor) — Demonstrates commitment to fiduciary responsibility around retirement plans.

These certifications aren't just letters on a wall—they represent years of continuing education and a commitment to staying current with tax law changes, investment strategies, and retirement planning best practices.

Who We Serve

We work with two primary groups:

Families & Individuals — If you're approaching retirement, managing retirement income, or want to optimize your financial strategy for the years ahead, we help you create a clear plan tailored to your goals.

Business Owners & Professionals — If you own a business or professional practice, we help you navigate the unique financial planning challenges that come with business ownership: succession planning, deferred compensation, business transition, and personal retirement income coordination.

Our Approach: Fiduciary First

We're fiduciary advisors, which means we're legally bound to put your interests first. This isn't just a nice principle—it's our legal obligation and our practice standard.

What that means for you:

Transparent recommendations based on your needs, not commission opportunities
No hidden fees or conflicts of interest
Objective advice whether you have $100,000 or $10 million
Your goals drive our strategy, not the other way around

Serving Multiple States

We serve clients in Washington, California, Arizona, South Carolina and Texas. Our multi-state presence allows us to work with families who've relocated in retirement and business owners with operations across regions.

Beyond Just Planning

At Southwest Business Consultants (our parent firm), we offer comprehensive services—planning, consulting, tax strategies, and more. Atlas Financial Planning is our dedicated planning arm, focused on what we do best: helping you build and protect retirement income.

Let's Start With Clarity

Your situation is unique. Your financial plan should be too. Whether you're wondering "Can I retire?" or "How do I maximize my retirement income?"—let's start with a conversation.

A good financial plan begins with understanding where you are. That's where we start.