Financial Planning & Investment Services.

You're used to getting things done yourself. But when it comes to planning for your future, it makes sense to rely on seasoned help. Contact an Atmos Credit Financial Planning and Investment Services Financial Professional. They can help you reach your financial goals by learning what’s important to you, then designing a plan that aligns with your needs, experience, and time horizon. They can help you understand your individualized plan, which may include different account types and investments such as stocks, bonds, and mutual funds. Once your plan is put into action, your financial professional will continue to check in regularly to ensure that it is still working for you. View the backgrounds of our investment professionals on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).

Atmos Credit Financial Planning and Investment Services advisors can help you design a savings or retirement plan based on your specific goals. Your plan may include a balanced portfolio of funds and investments. Your advisor will show you how to allocate your resources based on your planning horizon, or the specific goal that you are trying to reach. Common investments include:


If you choose to include stocks in your investment portfolio, this makes you a part owner, or shareholder, with a small stake in the companies that issue the stock. Many investment portfolios include a variety of stocks, to assure balance and diversification.


Bonds are commonly referred to as fixed-income securities. Companies or governments raise money by issuing bonds to investors who then become debtholders. A balanced portfolio often includes a variety of bonds which have the advantage of a predictable, but typically lower, rate of return.

Mutual Funds

Mutual funds are professionally managed pools of investments that allow participation by a number of investors. Investors participate proportionally in the gains and losses of the fund. There are many kinds of mutual funds from which to choose, each one based on a set of investment guidelines. Mutual funds provide an opportunity for the average investor to participate in a broadly diversified portfolio of investments.

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