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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 and secure. 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 Insurance — Needs Analysis and Implementation
  • Long Term Care Insurance
  • Disability Insurance

RETIREMENT PLANNING

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

UNDERSTANDING ANNUITIES

  • Fixed VS Variable
  • 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 College
  • Legacy Planning
  • 1031 Exchanges / 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?