IT'S YOUR LEGACY.
We'll Help You Defend It.
Empower your financial future with the strength and wisdom of The Athena Team
The goddess of prudent restraint and practical insight as well as war, Athena knew victory could only be achieved through wisdom, patience and careful strategy. At The Athena Team, we use these same tools to help you overcome financial challenges and achieve long-term prosperity — because it’s not just about winning the battle, it’s about safeguarding what you have won for tomorrow and beyond.
Sherri Over, NACFF™
CEO | Financial Protection Specialist
“I’m a fighter for people. I know what it’s like to suffer devastating blows to my retirement savings, and that has been a catalyst for me to help others ensure their financial futures are protected and safe.”
It’s said that experience is the best teacher, but there are some lessons no one should have to learn. Following a devastating incident that left her personal and financial life in shambles, Sherri quickly learned the importance of comprehensive financial planning. She became dedicated to helping others protect their finances — for themselves and their loved ones.
The Athena Strategy
Protect Your Retirement Like a Warrior.
No one can predict the future, but we can plan for it. Following the principles Athena stood for — protection, honesty, trust, wisdom — we will create your custom Athena Strategy, a retirement solution to protect what you have while ensuring your legacy.
Research
Strategy
Action
Every Woman Needs Her Own Financial Strategy
Why? Because women often face different financial challenges than men. Download this quick guide and discover 10 must-know tips to help get you on the right track. In just a few minutes, you’ll learn:
• Why a woman’s retirement strategy should be different from a man’s.
• How to find a financial advisor you trust.
• Tips on keeping critical life changes from derailing your plan.
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Our Services
We offer services in the following areas to help you pursue your retirement goals.
1
Put Your Hard-Earned
Assets to Work.
Retirement Income Strategies
Annuities
2
Preserve What Belongs
to You.
Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans
Medicare
3
Provide for the People
and Causes You Cherish.
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax, legal or investment advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.