Financial Services. It's What We Do.
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
- Defined Benefit Plans
UNDERSTANDING ANNUITIES
- Fixed VS Variable4
- Deferred Annuity VS Immediate Annuity
- Which Payout Option May Be Best for You and Why