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WHAT WE DO

At Atlas Retirement Planning & Wealth Preservation, our focus is on maximizing our client's retirement income.  There is so much uncertainty right now with market volatility, low interest rates, constant negative media, gridlock in Washington, and worrying about our health and safety.  It can be a scary time if you're 5, 10, or 15 years out from retirement. 

We've worked with hundreds of families over the years from all over the nation and we understand those fears.  We have created "The Total Income Blueprint" to face those fears head on.  Whether you're 1 year out from retirement or 20, with The Total Income Blueprint, you can fall asleep at night knowing that your retirement is protected.

JOE PUETZ RICP®

FOUNDER & PRESIDENT

Joe has been in the financial services industry his entire career.  He graduated from the University of Nebraska Omaha magna cum laude in 2005 with degrees in Finance & Banking.  During his career, he noticed an alarming trend.  That our national debt was increasing at a staggering rate and that the problem was only going to get worse.  And it has.  The only real solution to this problem is for Washington to raise taxes over time.  Rising taxes, along with increased market volatility and economic uncertainty, make it increasingly difficult to plan for retirement.  That is why Joe started Atlas Retirement Planning & Wealth Preservation; to help Baby Boomers create a clear and robust retirement income plan that allows them to rest easy and enjoy the things they care most about in their retirement years.

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Joe lives with his wife, Jill, in Omaha, NE.  Jill is a physician and they have two children, Brynn, and Briggs.  In their spare time, Joe and Jill enjoy riding the Peloton, watching Creighton basketball, and trying to keep up with the kids. 

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info@planwithatlas.com

14301 FNB Pkwy, Suite 100

Omaha, NE 68154

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Disclosure
WARRANTIES & DISCLAIMERS

There are no warranties implied.

Atlas Retirement Planning and Wealth Preservation is a dba for Joseph Puetz, who is registered with Acrylic Financial, Inc.  Acrylic® Financial, Inc. (“RIA Firm”) is a registered investment adviser located in Fountain Hills, AZ . Acrylic® Financial, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Acrylic® Financial, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Acrylic® Financial, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Acrylic® Financial, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Acrylic® Financial, Inc., please contact the state securities regulators for those states in which Acrylic® Financial, Inc. maintains a registration filing. A copy of Acrylic® Financial, Inc.’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Acrylic®Financial, Inc. upon written request. Acrylic® Financial, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Acrylic® Financial, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Brokers Alliance, Inc. and individually licensed and appointed insurance agents.

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