Atrium Financial Services
About
I've been a holistic financial advisor for the past 16 years. who provides comprehensive financial planning (fee based and one-time) advice to clients. The role of a holistic financial advisor is to help clients achieve their financial goals by analyzing their financial situation, identifying potential risks, and developing a customized financial plan that takes into account all aspects of their financial life. We also provide wealth management and life insurance.
Details
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
How was your retirement strategy created?
Luck? Or Planning? Watch.
Advisor Site (yournextphase.com)
What education and/or training do you have that relates to your work?
Please see my LinkedIn profile:
https://www.linkedin.com/in/thomasvmarino/
Do you have a standard pricing system for your services? If so, please share the details here.
Fee Range
$500 - $1,000 per year
How did you get started in this business?
afer 20 years in corporate finance, I entered the business in 2007.
What types of customers have you worked with?
Clients looking to be better at budegeting their monthly income.
Those looking for retirement income or are near retirement and need a solution how to create income from the assets they have collected.
Athletes that want free life insurance.
Describe a recent event you are fond of.
Very active in Obstacle Course raceing and a member of Team USA OCR.
What advice would you give a customer looking to hire a pro in your area of expertise?
8 out of 10 people have a difficult time creating a budget. it's a skill you can hire me to help. It is one on the best skills you can have in retirement.
What questions should customers think through before talking to pros about their needs?
Do you know your monthly expenses? Can you list them each month?
Do you need guaranteed income?
Do you know what longevity risk is? or sequetial risk is?
What is a safe withdrawal rate?