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

  © 2019 ATS Advanced Trustee Strategies, Inc.  

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

 

Copyright 2019 ATS Financial.

 

Securities, insurance, and advisory services offered through FSC Securities Corporation, member FINRA & SIPC. Additional advisory services offered through ATS Wealth Management, a registered investment advisor unaffiliated with FSC. ATS is a marketing name.

 

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.

 

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

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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

 

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.