The #1 FINANCIAL STRATEGISTS
FOR ENTREPRENEURS AND BIZ OWNERS
Ryan and Brad, creators of the Entrepreneur’s Playbook, are the #1 Wealth Strategists for the world’s Entrepreneurs and Business Owners. We teach and implement the only Wealth Strategy created by Entrepreneurs, for Entrepreneurs.
As Entrepreneurs ourselves, we understand the unique challenges you face as a business owner when it comes to Making, Keeping and Growing Money. We created this strategy as a set of tools specifically designed to help keep you focused on building a business you love today while also staying on track with a clearly defined plan for long-term wealth.
Why the Entrepreneur’s Playbook? Early on, we both realized that the typical financial advice is intended for the masses. The truth is, financial plans and products are designed for employees, not entrepreneurs.
Those solutions simply don’t fit the unique needs or wants of entrepreneurs. This is why we created the Entrepreneur’s Playbook, the ONLY system designed specifically for those used to breaking the mold.
We believe that YOU are your #1 Asset and YOUR BUSINESS is your #1 Investment.
Our Mission at Atlas Wealth is to help Entrepreneurs and Business Owners build a Business and a Life they love.
A Business driven by Purpose.
A Life driven by Passion.
To do this, requires you understand what we call the ART and SCIENCE of having it all. It starts with keeping you focused on MAKING money in what should be your primary focus, your business.
Then we help create an automated system designed to help you KEEP more of the money you make because after all, its not how much you make, its how much you keep that matters.
Then lastly, design for you a focused and passive way to reliably GROW and preserve the money you keep putting you on track with a clearly defined and actionable EXIT STRATEGY from your business. We have found that having an exit strategy from your business opens up the space for you to be in your business out of purpose not out of necessity.
Welcome to the Entrepreneur’s Playbook. the ART & SCIENCE of REAL WEALTH
The Entrepreneur’s Playbook
ATTENTION ENTREPRENEURS AND BUSINESS OWNERS: Learn the secrets to Making, Keeping and Growing your money as an entrepreneur by gaining access to a previously unpublished, behind-the-scenes presentation given to 100 top level entrepreneurs.
Since becoming a client our financial plan has changed completely. We are on track and in control. Thank you
Jim & Leslie M.
Kansas City, MO.
It is amazing to see how my financial plan and outlook on finances has changed 180 degrees since doing business with Atlas. I have a plan that I am in control of and am generating cash flow.
Working with Atlas has been a liberating experience. I now know what doesn’t work which allows me to focus my time, money and attention on what does work and building a plan that gets me what I want.
San Francisco, CA
I’d like to express my gratitude to Atlas. You’ve taught me so much about wealth building and controlling risks to reach my retirement goals. You’ve changed my mindset and opened up amazing opportunities for me. My future is exciting.
Los Angles, CA
Its mind-blowing to see the quality education, team and opportunities that the Financial Freedom Formula has provided. Its amazing.
Atlas opened my mind up to with financial planning is for Entrepreneurs. I always knew that traditional finance wasn’t for me as a business owner and Atlas gave me the solution of what I should be doing instead.
St. Louis, M
Meet Bradley Gibb
In my search for financial freedom I have left many “safe” and “secure” jobs. Each time, my family, friends and colleagues told me I was crazy. To be honest, at times I also doubted myself and my dream of financial freedom and wondered too if I really was crazy.
I turned down an internship offer from one of the largest accounting firms in the world during my sophomore year of college. Then, in 2008 when the economy was imploding, I chose to graduate from one of the top five accounting programs without a job, instead of pursuing offers to enter a PhD program.
I finally landed a job with Goldman Sachs, but I left after four months when I saw Lehman Brothers collapse and watched people leave the building their possessions in a cardboard box; that was the day I realized there was no such thing as a “secure” job.
Then, after starting a consulting firm with my brother, I still felt something was off: I didn’t have the freedom I was looking for. I owned the company, but didn’t own my time. Leaving the consulting practice I founded with my brother was one of the hardest decisions I have ever made. I realized my path to financial independence would not be the one my college education had directed me toward. It would not be the path mainstream financial planners taught. I decided to take control of my financial future.
As I was discovering what my path to financial independence would look like, I was also teaching and coaching individuals and business owners about money and investing.
Every day, I saw intelligent, successful people struggle with finding a way to the same independence I’d been searching for. I realized that the solution would never be found in the latest Wall Street-created financial product.
People need a plan, a personalized plan, outlining the steps it would take to reach their goal to be free.
This is also when my path crossed with Ryan’s and we began building a system. We aggregated advice from the best sources, compared it with the experience of our mentors, and then put it into practice for ourselves.
We realized we could fill the void of personalized financial advice these professionals and business owners were seeking.
That’s when Atlas was born.
Financial independence is not a large bank account, brokerage account, or retirement account with 7 figures in it. In fact, it has nothing to do with your net worth.
Financial independence is all about cash flow. It’s about having complete freedom of time allowing you to wake up every day and pursue your dream, to work on what drives and motivates you, all without money being the prime motivation. It allows you to spend time with the people you want, where you want, when you want.
Freedom comes when your passive cash flow is greater than your living expenses. You are free to spend your time with the people you want, where you want, when you want.
Financial independence is available for anyone who is willing to think differently and apply themselves.
To them, I say: I know how you feel. Say no to the crowd and give up on being a sheep or a hamster on a wheel. I’m excited to help you find the path to wealth and financial independence!
Meet Ryan D. Lee
Before starting Atlas Wealth, I was considered successful. I had a bachelor’s and a master’s degree. I had worked for two large fortune 500 companies. I was managing large teams, inventory, and budgets. I was making a six figure salary with benefits, and I was maxing out my company sponsored 401(k). Nonetheless, I felt trapped.
At the end of the day no one will care about the success of your financial plan more than you.
I won’t say I learned that the hard way, but I learned it an atypical way. That adage has helped me unlock my own version of financial independence in ways that no university or financial system ever has. I grew up with a traditional mindset about money. The trajectory was clear, static, but not necessarily “predictable.”
I would go to a good college. College would lead to a good job where I would max out my company sponsored qualified plan. I’d do my time, earn my keep, watch the days tick down to retirement, and then when it came time to retire, I’d hope that I had done enough. I would hope that my job made enough money, and hope for a good run in the stock market. I would put in the time and hope for a reward that I couldn’t predict. With my map so “clearly” laid out, I got a job after college and entered the workforce; I soon discovered why they call it “The Rat Race.”
Rat Race: An Endless, Self-Defeating, Pointless Pursuit.
MY OWN PERSONAL RAT RACE
When I realized that my post grad job wasn’t paying enough to get me where I wanted to go I started studying for my masters degree at nights. Working long and exhausting weeks, consisting of overtime and taking work calls on holidays, commuting to Indiana Monday-Friday, taking the Friday Red Eye home to spend tired weekends with my family. I was trying to climb the corporate ladder, and even though I did technically “climb,” 2008 woke me up to the fact that I could never climb out of the maze entirely if I were to keep following the same old advice of go to school, get a good job, and blindly put money in my Qualified Plan deferring taxes and relying on the market. I was simply chasing my tail and waiting for wealth to arrive.
Over the years I worked hard. With every increase in pay I funneled more money into my savings. With time, I stopped checking my 401(k) balance as frequently because I felt like that money didn’t really exist. The balance seemed to roller coaster on a whim, no matter how hard I was working, which left me with an uncomfortable sensation that I was not in control of my retirement. 2008 confirmed this suspicion: I, like so many others, saw my retirement plans plummet, and dragged my hopes along with it. Despite my hard work, I lost more than half of my accumulated savings in a matter of months.
I felt the similar shock and anger of many Americans, but the disillusionment I experienced with “the system” was ultimately a productive experience; it gave me the conviction I needed to bunk traditional methods of creating, measuring, and maintaining wealth. I began to realize that no one cared more about the success of my financial plan than me.
Daring to escape the Rat Race, I used the long hours I spent on planes to delve into books that offered me a personal financial education. Even though I had secured a Master’s Degree in finance, I quickly realized that everything I had been taught was how to make others money. I had been taught how to build and manage corporate budgets, generate company revenue, and even taking companies public, but I had no idea how to grow wealth on a personal level.
The literature I found initially confirmed what “they’d been telling me” all along. It wasn’t until I read “Rich Dad Poor Dad” that I had a monumental paradigm shift and realized that most of what I had been taught and had taken for financial truth was actually archaic and no longer effective in the modern finance. This book led me down a path that helped my find and develop the financial strategy that I use today. I researched and developed a system that offered me more control over my family’s financial outcome. This system focused on cash flow as the true measure of financial success and not the elusive net worth status symbol of Wall Street.
For the last seven years I have been applying the principles I learned on those late night red eye flights, principles that debunk financial plans based on hope. Where I used to hope the stock market performed, and hope that taxes would stay low, and hope that my investments would perform as advertised, I finally gained something infinitely more valuable than hope: Control. I’ve unlocked a personal path to achieving financial independence as well as a system of money management that I am passionate about sharing.
While no one should care about your financial plan more than you, I am able to completely empathize with those wanting to take control of their financial situation and have more confidence and predictability over the outcome of their financial endeavors. I promise to care equally about your financial success. Today I teach a similar system to the one I uncovered for myself: a clearly defined and actionable system that gives you complete control over your finances. I am excited to help you obtain the personal brand of financial independence that you need and deserve.