Fred Atlas is the Founder of Atlas Financial Advisory Group, now Retirement Income Source® of SW Florida. For more than two decades, Fred has helped his clients in Southwest Florida better preserve their retirement savings and increase their retirement income.
After working for several major financial companies, Fred chose to become an independent agent so he could offer his clients a full range of investment management, wealth management, and estate planning services. Fred founded Atlas Financial Advisory Group, Inc. in 2002, and in 2023 he partnered with Micah Keel, Owner and President of Retirement Income Source of Sarasota, Florida.
Fred is an Investment Advisor Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with estate planning attorneys in the area to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.
As an independent financial advisor, Fred has helped hundreds of clients implement income-generating strategies designed to protect their savings from inflation, rising healthcare costs, market volatility and other risks.
Fred and his wife, Amanda, live in Sarasota. Away from work, they like spending time with friends and family and enjoying all the great outdoor activities the Sunshine State provides.