Review Time
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 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 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!
While I was considering the possibility of opening an annuity account, I didn’t know much about it and even felt unsure that an annuity was the right way to go and more importantly I had no idea who to go to that I was going to feel comfortable with and that I could trust. I started searching on line and I came across some of Marty Becker’s videos. After watching several videos I could appreciate the great knowledge Marty has. I met with Marty and it was an excellent experience! Marty patiently listened to what my situation was and what I wanted and with no pressure at all and very kindly he explained what options could work best for me. He answered all my questions and was always available to answer additional questions via text or phone calls until I was fully comfortable and ready to move forward. Marty Becker is very knowledgeable, professional, courteous, very patient and so helpful! I am so grateful for all his support and absolutely recommend his services.
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.
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.
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.
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!
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At ATLAS Financial Strategies, we're more than just a retirement planning firm. Instead of primarily focusing on the sales of products, president and owner Marty Becker is dedicated to educating consumers on how to not only protect their assets during retirement but also squeeze the most income possible out of the wide range of annuity products available on the market.
Marty's journey into the financial world is as unique as it is inspiring. With a background as a professional firefighter and paramedic, Marty's initial calling was to help people during their most challenging moments. This dedication to service took a new direction when he faced a personal financial turning point: the shift of his pension system to a stock market-dependent retirement account. This pivotal moment led Marty to immerse himself in the financial realm, seeking a secure solution for his and other's financial futures.
His research led him to an often misunderstood sector: insurance and annuities. Marty's findings were not just enlightening; they were revolutionary, challenging the common perceptions held by many 'experts' in the field. Embracing this newfound knowledge, Marty transitioned from firefighting to founding Atlas Financial Strategies, aiming to offer diverse, secure solutions not limited to a single company or product.
Under Marty's leadership, ATLAS Financial Strategies has become a beacon of reliable, guaranteed retirement planning. Our approach is straightforward and rooted in certainty. We believe in 'when', not 'if', ensuring that our client’s retirement plans are not just hopeful strategies but guaranteed outcomes.
Join the many who have placed their trust in Marty Becker and ATLAS Financial Strategies. Experience the peace of mind that comes with a secure, well-planned retirement!See more
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