Jim Atkinson, CFP®

Our business is helping yours. Our professionals focus on serving the financial planning needs of closely held businesses.

[Jim Atkinson, CFP® @CbusCapital]

Planning for a long, fulfilling retirement means preparing for more than your finances. Explore the professionals who can help you navigate important decisions and changing needs along the way: https://t.co/IHRfyWtA1p

[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

Grateful to have joined fellow veteran advisors and supporters at the 2026 VFAN Annual Meeting. Events like this highlight the strength of our veteran community and the shared values of service, leadership and connection.
#RJVFAN #VFAN

[Jim Atkinson, CFP® @CbusCapital]

A diversified portfolio can help manage risk over time. Combining different asset classes may help smooth investment outcomes.
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[Jim Atkinson, CFP® @CbusCapital]

"A retirement plan is only as meaningful as the spending it's designed to support. This article helps you explore what you'll spend and why—so you can build a personal spending baseline and approach retirement with confidence." https://t.co/MF8RC318OF

[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

Learn how to maximize HSA tax benefits, manage health care costs, and build long-term savings for qualified medical expenses.
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[Jim Atkinson, CFP® @CbusCapital]

For lives centered on found families, communities and favored causes, estate planning is a way to ensure your wishes and the things you value are honored today and into the future: https://t.co/zNYVs053aG

[Jim Atkinson, CFP® @CbusCapital]

Taxes can shape investment outcomes. Learn how account type, mutual funds, ETFs, SMAs, and tax loss harvesting can affect tax predictability, flexibility, and control. https://t.co/cN76Q4KU8S

[Jim Atkinson, CFP® @CbusCapital]

These tax-saving strategies could have a big impact on your business's bottom line. Can you implement any of these before the end of the year? https://t.co/WrpCkDUS15

[Jim Atkinson, CFP® @CbusCapital]

Taxes can shape investment outcomes. Learn how account type, mutual funds, ETFs, SMAs, and tax loss harvesting can affect tax predictability, flexibility, and control. https://t.co/sEplEeqUfk

[Jim Atkinson, CFP® @CbusCapital]

Welcome Nicole to the team!

[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

Strategic adjustments now can have major tax benefits later. Find out what moves you could make before year end: https://t.co/nliFo449Su

[Jim Atkinson, CFP® @CbusCapital]

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[Jim Atkinson, CFP® @CbusCapital]

Financial planning often begins with a simple question:

What would happen to the people you care about most if something unexpected occurred?

[Jim Atkinson, CFP® @CbusCapital]

https://t.co/KQCeB43DQq