ATS Events Newsletter Locations info@atsfinancial.com Tel: 888-446-8275 Client Login Home Our Process Team Health & Wealth Contact About Your Plan PROPER PLANNING CAN PROTECT YOUR CHILDREN FROM CREDITORS AND LAWSUITS. "One of the most common misconceptions about estate planning is that it’s all about death and taxes. The truth is that estate planning is really about the living. It’s about ensuring that the physical, financial, and lifestyle needs of loved ones are protected now and in your absence. How loved ones are cared for when you’re gone and how your assets are distributed will be the legacy you leave, regardless of your net worth." - Sandeep Varma OUR PROCESS See How It Works OUR ESTATE STRATEGY BLUEPRINT IS SHOWN BELOW. IT'S A JOURNEY OF EIGHT STEPS AND IT USUALLY STARTS WITH YOU ATTENDING OUR 7 BIGGEST MISTAKES SEMINAR At ATS we provide the education, tools, process, and guidance to help make clear, confident decisions at every stage of the planning process. Our goal is to help you develop effective strategies that will serve your needs, as well as those who depend on you, for generations to come. Our ATS Wealth Strategists are truly independent and are free to advise you to the best of their ability without fear or favor to any financial product or service. Your financial goals are unique and personal. We pride ourselves in offering access to an extensive variety of services and products in order to help work toward our clients' objectives. REGULAR HOURS Monday to Friday 8am - 5pm CONTACT & LOCATIONS ATS San Diego (858) 643-5757 5435 Oberlin Drive, Suite 200 San Diego, CA 92121 BY APPOINTMENT Monday to Friday 8am - 5pm ATS Palo Alto (650) 243-2224 www.atsfinancial.com info@atsfinancial.com © 2019 ATS Advanced Trustee Strategies, Inc. Copyright 2020 ATS Financial. Registered Representatives offering securities offered through FSC Securities Corporation (FSC) member FINRA/SIPC. Investment advisory services offered through FSC and/or ATS Wealth Management. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to. The FSC Securities Corporation Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, HA, IL, IN, KS, MD, MO, MS, NE, NC, NJ, NM, NV, NY, OH, OK, OR, RI, SC, TX, UT, WA. Sandeep Varma and the individuals employed by ATS Financial are not Legal, Tax, or Real Estate Professionals and do not provide Legal, Tax, or Real Estate advice. FSC Securities Corporation does not provide Legal, Tax, or Real Estate advice. We suggest that you discuss your specific situation with a qualified Attorney, CPA, or Real Estate Agent.