Athena Financial | Financial Services. It's What We Do.

People are more connected to their money when they understand how it works, what it can do for them, and why. We take a comprehensive, values- based approach to your finances, and can help in all of the following areas:

<ul>
<li>Investment management</li>
<li>Risk assessment</li>
<li>Retirement strategies</li>
<li>Life insurance needs analysis and implementation</li>
<li>Understanding annuities</li>
<li>Goals based plans</li>
<li>Budget or debt reduction planning</li>
<li>Retirement income plans</li>
</ul>

Listening. Setting Goals. Working the Plan.

When you understand how money works — how it can grow and what it can do for you — you'll feel more confident. At Athena Financial Group, we take a comprehensive, values-based approach to helping you plan and manage your money. Our financial services include:

INITIAL ASSESSMENT

Evaluating Your Current Financial Situation
Planning for Your Future Income
Understanding Your Values
Shaping Your Goals

UNDERSTANDING INVESTING AND STRIVING TO BUILD WEALTH

What is Your Risk Tolerance?
What is Your Time Horizon?
Which Products May Work For You

INSURANCE

Life Insurance¹— Needs Analysis and Implementation
Long Term Care Insurance
Disability Insurance

RETIREMENT PLANNING

Social Security²— Understanding & Planning for the Role of SS
Which type of IRA — Traditional or Roth³
Simple and SEP IRA for the Self Employed
401K Plans
403b Plans
Defined Benefit Plans

UNDERSTANDING ANNUITIES

Fixed VS Variable⁴
Deferred Annuity VS Immediate Annuity
Which Payout Option May Be Best for You and Why

OTHER AREAS OF FOCUS

Over the years, we have developed a knack for helping our clients with particular situations. These other areas of focus include:

Personal Financing Coaching
Budgeting and Debt Reduction
Rebuilding for the "Suddenly Single" — Widowed or Divorced
Strategizing for the "Sudden Windfall" — Receiving an Inheritance, Winning the Lottery, etc.
Planning for College⁵
Legacy Planning
1031 Exchanges⁶ / Sale of Investment Property — Alternatives to a New Property Purchase

Our business is built on a foundation of trust. We achieve that trust through thoughtful client relationships. Our success is your success. Are you ready to start?

Contact Us