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.
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.
