Personalized Financial Advice for Maximum Results

Athena Financial Group will create a tailored financial portfolio to encompass all aspects of your financial needs. Even though we serve diverse people with an array of backgrounds - the results are all the same - financial peace of mind. Your peace of mind is how well we gauge our success. If you aren’t happy, neither are we and we will mold your financial plan until it fits perfectly.

The wealth management services we offer include:

Investment Management
· Diversification and asset allocation strategy and development 
· Portfolio Risk Management & Principle Protection Planning
· Selection, oversight and asset rebalancing of personal and retirement assets
· Tax-efficient & tax-deferred investing
· Quarterly reports and annual in-person reviews

Strategic Planning
· Goals identification 
· Consultation on life changes that affect your assets 
· Cash flow management 
· Severance package analysis and review 
· 401(k) and Retirement Account consolidations, rollovers, and management
· Education funding analysis for children and grandchildren 
· Plan for charitable giving 
· Post-divorce planning 
· Pre-nuptial and cohabitation agreement consulting

Legacy Planning
· Wealth transfer strategies 
· Estate planning to preserve your wealth and create legacies
· IRA Income Tax Planning (you AND your beneficiaries) 
· Asset Protection Planning
· Business transfers 
· Insurance review and analysis
· Legal, tax and insurance advisors coordination

Client Education Programs
· Quarterly newsletter 
· Topical e-mails 
· Opportunities to network with those who have similar interests 
· Regular seminars on topics such as how to educate your children about money

Call us to learn more about our comprehensive wealth management services.