Fully Virtual
Meet from anywhere. No travel required.
Fully Virtual · One-on-One · No Travel Required
How VirtualWealth Planning Works
Learn how a complimentary Atlas VirtualWealth session works, by video or in Hauppauge.
What Is Atlas VirtualWealth?
A modern service that delivers personalized financial planning entirely virtually. Atlas Benefits Advisor explains your options in plain language so you can decide what fits.
One-on-One Attention
Personalized guidance from an experienced advisor in a secure virtual setting.
Transparent Guidance
Clear, straightforward advice from Atlas Benefits Advisor.
How an Atlas VirtualWealth Session Works
1
Book Your Atlas VirtualWealth Session
Schedule a complimentary Atlas VirtualWealth session (about 45 minutes) at your convenience, through Calendly, call, text, or email.
2
Meet Virtually
Join a private video meeting with secure document sharing and real-time collaboration. Local appointments are also available in Hauppauge.
3
Ongoing Support
Keep working with your advisor after the first Atlas VirtualWealth session. Questions and next steps stay easy to reach.
Secure Virtual Meetings
Private, convenient sessions designed for clear communication and seamless collaboration.
Private Video
Document Sharing
Planning Tools
Direct Messaging
Key Benefits of Atlas VirtualWealth
Convenience and Flexibility
Meet from anywhere with no travel required.
Client-First Approach
Atlas Benefits Advisor explains your options in plain language so you can decide what fits.
Financial Education
Clear guidance on investing, retirement, and benefits.
One-on-One Service
Personal guidance from Christopher J. Vargas, LUTCF®, President & Chief Benefits Strategist.
Private and Secure
Built for confidential meetings and document sharing.
Complete Picture
Retirement, investments, and workplace benefits in one conversation.
Who Can Benefit?
Professionals and Educators
Healthcare and Nonprofit Households
First Responders
Families and Retirees
Frequently Asked Questions
What is an Atlas VirtualWealth session?
An Atlas VirtualWealth session is a complimentary personalized financial planning meeting (about 45 minutes) conducted virtually.
Is the first Atlas VirtualWealth session complimentary?
Yes. The first Atlas VirtualWealth session is complimentary and comes with no obligation.
How do I schedule an Atlas VirtualWealth session?
Book through Calendly, call (631) 389-2358 (voice only), text (631) 904-0901, or email admin@atlasbenefitsadvisor.com.
Ready to Learn How Atlas VirtualWealth Works?
Book a complimentary Atlas VirtualWealth session. No pressure. No obligation.
Atlas Benefits Advisor
Christopher J. Vargas, LUTCF®
President & Chief Benefits Strategist
410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788
Call: (631) 389-2358 (voice only) · Text: (631) 904-0901
cvargas@atlasbenefitsadvisor.com
admin@atlasbenefitsadvisor.com
Hours: Monday to Friday, 9:00 a.m. to 5:00 p.m.; Saturday by appointment only