Atlas Financial Strategies Bewertungen 29

We found Marty through his on-line educational videos on Annuities. Honestly, finding and picking the right annuities for our needs was a jungle. Marty helped us through the research and presented several options for us, and we believe we ended up with the perfect annuity mix for our needs. We highly recommend Marty. His service and professionalism are top notch.

Marty took the time to help me find the annuity that was right for me. He was very responsive when I had questions. Annuities can be very complicated and Marty helped to simplified them and find what was right for me.

Working with Marty was a pleasure! The experience was much better than other annuity purchases.

I recently purchased multiple annuities from Atlas financial strategies, my experience was fantastic on many levels. I work with Marty Becker, who was fantastic to deal with. He answered all of my questions and provided me with all the information I needed to make a decision that I was comfortable with. Annuities should be bought and not sold , and that was the experience I had with Marty no high pressure sales pitches. It took me a while to make my decision and Marty was there to answer any questions I had and after I made those purchases, he continues to be there to answer any questions and help me in any way possible I would highly recommend Atlas financial strategies.

Marty is superknowledgeable about Annuities and has many resources to find you the best deal.
He also educates you during the Application and all the way to the end.
I will strongly recommend contacting him if you are considering Annuities.

I highly recommend Marty Becker / Atlas Financial Strategies for a thorough review of your income portfolio in retirement. Marty is responsive, demonstrates quality communication as well as high integrity. His guidance is well-rounded and helps in arriving at quality decisions.

I highly recommend Atlas Financial Strategies for your portfolio or investment needs. Marty is trustworthy, clearly communicates, responsive, easy to get ahold of, and follows up in a timely manner. He guides through each step and provides expert advice that you can research before making your final decision. 5 Stars is not enough. Atlas Financial Strategies deserves a 10!

I had retired in February 2024 at 61 years old. I began researching Annuities in April. I received many different offers, suggestions, and advice before I met Marty in about November 2024. Many of them suggested that I use 80% or more of my portfolio to put into Annuities (qualified $'s in my 401K and Rollover IRA). I thought that this was way too aggressive to put this much into Annuities and it gave me immediate insight into how some of these agents work. Many suggested Fixed Index Annuities for growth based on indexes that track the S&P and others. These were often new (1-2 years old) indexes. This FIA Annuities provide sample "hypothetical" growth tables of 30 year history of the real S&P and data from the "new" suggested index based on "back tested" (extrapolated/modeled) data since there is no real data for these indexes that far back in time.

Marty was different. I said that I would like to see $40K or more guaranteed income per year using about 50% of my portfolio, leaving the rest for the market and other investments. Marty was very patient and competent. He was the first one who listened and gave me a valid suggestion at way more income than any others and it was guaranteed income. He suggested a 2 Annuity strategy that provided a guaranteed $41K for 10 years, then $42.65K for the rest of my life. This was a well though out plan that used about 55% of my portfolio which was reasonably close to my goal. The 2nd annuity has a Roth Conversion option that will give a nice tax advantage when I receive that income. I asked many of the other agents if they could provide competitive offers. Marty was never pushy. He waited patiently while I reviewed many other offers. I discussed their suggestions with Marty. I (we) found some misleading or incorrect statements (maybe lies) made by some of the agents. None of them beat the income from Marty's annuity suggestions. Most of them were from the FIA's mentioned above that don't have guaranteed income but depend on hypothetical Market growth. I finally decided to move forward with Marty's plan in April 2025 after about 5 months of making comparisons. He also has a good real-estate based investment offer with a guaranteed 8% growth compounding quarterly for 3 years. I will put some of my remaining $'s into this investment given the recent market volatility. I would highly recommend Marty as your Annuity and investment agent.

I found Marty after researching alternatives for refinancing an annuity. He was very helpful, straightforward and no pressure to move forward, only support once I had enough information to make a decision to move forward. It is nice to have someone to provide a lot of helpful information to help you make an informed decision.

Marty was great to work with. We spoke to several other people who sold annuities, but as we started asking detailed questions, they didn't seem to want to hang in there with us to get all our questions answered. Marty graciously answered all of our questions in a timely manner and was honest about the pros and cons of the different annuity decisions. We would highly recommend him!

My interest in learning more about annuities led me to Marty Becker‘s Atlas annuity website. His personal financial story lured me to listen to his weekly annuity podcasts. His sincere desire to present the facts about this very safe GUARANTEED income retirement strategy, independent of stock market volatility, found a like – minded person in me. I am very happy to know I have now guaranteed income that will take care of my wife and I until it is no longer needed. Scott Lowry.

First and foremost, Marty Becker found us the best deal within the parameters we specified. The whole experience was straightforward, without delays or any sales pressure. Also, I am impressed with Marty's attention to detail.

I have been researching annuities for a while looking for alternative retirement options. I stumbled across Marty somehow. I am so grateful. He has been so helpful. I felt very comfortable and reassured that I was on the right track while getting the best information possible to make the right decisions for us in our retirement. I highly recommend Marty to anyone looking for good honest financial advice.

My experience is like so many others who gave a five star review. Marty patiently educated us, led us through the best choices for monthly income, and most importantly, stuck with us when both our bank and insurance company needed prompting to get back on track. He never let up until things were put right, and he never gave the impression that he was bothered by our importunity, Keith from Clearwater

We are so happy to have found Marty! After reviewing several of his excellent educational videos we scheduled a free consultation. We found him to be honest and incredibly knowledgeable about annuities. Marty has excellent follow through and he took his time to answer all
of our questions. Marty Becker is a true gem and we highly recommend him to anyone interested in annuities.

We were exploring retirement income options and interviewed several annuity product advisors. Marty stood out for his knowledge, approachability, and trustworthiness. He helped us identify the products best suited to our unique circumstances and guided us seamlessly through the process. We are very grateful for his support and would highly recommend his services.

I had spoken to several folks as I sought to learn about annuities. Some of them were before I listened to Marty's podcasts. His podcasts were very informative and I learned a lot that enabled me to do additional research and talk with other agents. Marty's approach of providing so much information was what clinched it for me. Marty did not try to sell me on anything. He provided information about the product, answered my questions, and provided a comprehensive report about how the annuity would fit in with my retirement plan. I was able to make a decision confident with the all the information I gathered. I am content and comfortable with having worked with Marty.

I was researching annuities and came across Marty. He he sounded genuine and not pushy. I watched several of his videos and then started my research on him. Boy, I'm glad I did! I interviewed with Marty via phone and email several times. He does not work for the insurance companies, he works for you. After many conversations we decided on a product that fit my needs in supplementing my retirement as well as protecting the funds from loss. He does not try to sell you anything. He only wants to give you options based on your needs. Wonderful person and I will recommend him or should I say, have recommended him to everyone that ask.

What a great experience with Marty. He’s a no pressure advisor but filled with great ideas that he utilizes with your specific financial situation and monetary needs. We interviewed several advisory companies and individuals. Marty not only came out at the top but his integrity and honesty during the review process and different option evaluations cemented our decision to go with Marty and Atlas Financial.

Plain & simple....Marty was the best person we spoke to about Annuities. He knows what he's doing, professional, courteous and he is passionate about his work. Seems to genuinely care about the financial well being of folks. He was always willing to take the time to explain and he helped us.