Lifetime Wealth Management PC

Ellison Business Services LLC is a trusted tax and accounting firm located in Garland, TX, with over 25 years of experience. They offer a comprehensive range of services, including bookkeeping, payroll, and tax planning, tailored to meet the unique needs of each client. With a dedication to customer satisfaction and competitive pricing, Ellison Business Services LLC is committed to helping businesses thrive and achieve their goals. Their team of experts works closely with clients, providing personalized attention and strategic guidance to ensure optimal results and growth.Generated from the website

Atlas Wealth Advisors, located in Dallas, TX, specializes in retirement planning, investment management, and tax planning, helping families secure their financial futures without the stress of uncertainty. Their team focuses on creating customized financial strategies that evolve with individual goals, ensuring clients can enjoy their retirement while minimizing taxes and optimizing income. Comprised of retirement planning experts, Atlas Wealth Advisors positions itself as clients' personal CFOs, providing comprehensive support in financial matters. They emphasize the importance of a tailored approach, combining thorough analysis and proactive strategies to address both investment risks and tax efficiency. Generated from the website

We focus our efforts on working with organizations that are serious about their employee benefits and on individuals who want and need a retirement plan.Our clients include: Retirees, Pre-Retirees, Entrepreneurs, Small Business Owners, and Independent Contractors. We help business owner’s design and customize a plan that best fits their organization and their own financial desires. Special emphasis is placed on complying with Department of Labor fiduciary responsibilities. We normally start the process by analyzing current plans to determine their exposure to fiduciary requirements and conformance with their investment policy statement.