Acting as a client’s personal CFO, Ategra calculates cash flow, budgets, creates fact-based retirement plans and helps clients generate income. All of a client’s financial matters are accommodated and may include tax planning, education expenses, wealth preservation and business succession plans. Weaving together a client’s wealth map includes risk tolerance and goals so that liabilities can be intelligently managed and met including the unexpected challenges. Ategra creates well-conceived plans to meet your needs and those of the generations to follow.