The Whelan Family

We have worked hard to build a secure future for ourselves and our family, and ATKG has been by our side for a good portion of it – almost two decades!  We needed a trusted advisor who would take the time to understand our family business and various real estate, ranch, and personal investments. ATKG took the time to get to know us, visit our properties, and ask the more profound questions to provide insightful solutions. Over the years, we have had them perform cost segregation studies, business valuations, tax, and estate planning.

ATKG has a strong and innovative team that gives you a feeling of family. We know they have our best interests in mind, such as after identifying the need for a cost segregation study on a new property purchase, they recommended securing a specialist consultant in the area because it would be more cost-effective for us. And when it came time to sell our businesses and restructure our estate plan, ATKG was heavily involved and even helped facilitate family meetings with the next generation.

What it comes down to is the level of customized service we have received. The reason we have stayed with ATKG all these years is simple – they are great partners to have.

Charlie & Cindy Whelan