Our Mission
Unique financial solutions tailored to your specific needs and goals.
Who We Are
At Atlas Retirement Planning & Wealth Preservation, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry.
What We Do
When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
Why Choose Us
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allows us to provide our clients with the commitment that they deserve.
Meet The Team
President: Joe Puetz, RICP®
Joe Puetz, RICP®, has been in the financial services industry since 2005. Joe graduated Magna Cum Laude from the University of NE Omaha with degrees in Finance and Banking. Since then, he has done planning for families, small businesses, and endowments.
In 2019, Joe decided to start his own firm; Atlas Retirement Planning and Wealth Preservation. The Atlas team focuses on helping pre-retirees transition from work life to maximizing their income in retirement as well as financial planning for physicians, executives, and thriving professionals.