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Tax Resolution. Financial Protection. Retirement Solutions.

Got a letter from the IRS that you are afraid to open? Are you nervous and uneasy about retirement? What about financial security for your family? How is that working out? Are you a small business trying to avoid costly payroll mistakes? Our firm offers you over 20 years of expert experience to help you. Get in touch with us today. 


The life insurance industry comprises hundreds of different companies that all seek to earn your business. It is a fiercely competitive market, but unlike other types of insurance, getting life insurance is not just about shopping around for "the best deals" in the premium you payAs a consumer, it is extremely important that you know what it is you're trying to do - what you need the life insurance policy to do for you - and understand how any insurance plan you find can help meet that need you have.


Whether you´re seeking to only use life insurance for financial (income) protection for the family or your goal is to use life insurance to anchor a comprehensive, income-tax free retirement strategy (or maybe even use it as the foundation for building generational wealth), an experienced and independent agent who represents multiple insurance carriers can make a huge difference not only in what you pay for coverage but also in the kind of policy you actually end up with (in terms of its suitability for what you need). This is where we come in: we're here to guide you and help to ensure that you're well-informed and well-advised in the very crucial decisions and choices you must make during this all-important process.


The hardest working man on the planet bar none. Relentless in his quest for that one mistake or relief. Patrick OsBourne, Enrolled Agent and former U.S. Marine is the kind of man you need in your corner when you are in a jam. The IRS will tell you that.


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Atlas Summit Financial Services does not accept orders and/or instructions regarding your account and/or insurance policy on the internet, by e-mail, voice mail, fax, or any alternate method. Transactional details do not supersede normal trade confirmations or statements. Information sent through the Internet is not secure or confidential. Atlas Summit Financial Services reserves the right to monitor the browsing activities of visitors to its website.

Any information provided on this website has been prepared from sources believed to be reliable, but is not guaranteed by Atlas Summit Financial Services and is not a complete summary or statement of all available data necessary for making any investment and/or financial decision. Any information provided is for informational purposes only and does not constitute a recommendation. Atlas Summit Financial Services and its employees do not own options, rights or warrants to purchase any of the securites and other financial products mentioned on this website. Any review, re-transmission, dissemination or other use of – or taking of any action in reliance upon – the information provided on this website by persons visiting this website is done solely at such persons' own risk, and Atlas Summit Financial Services and its employees may not be held liable in any manner for such use of or reliance upon the information herein provided.  

Disclaimer under IRS Circular 230:  Unless expressly stated otherwise, any U.S. federal tax advice included on this website is not intended or written to be used, and may not be relied upon or used (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on any taxpayer under the Internal Revenue Code, and/or (2) by any person to support the promotion or marketing of, or to recommend any Federal tax transaction or matter addressed herein.

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