Protection for Your Retirement Dreams
Like a financial warrior, we’re here to defend your legacy.
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.
4 Key Areas
Your custom Athena Strategy will address four key areas of retirement planning.
Protect Your Retirement Like a Warrior.
1
Research
During this discovery phase, we’ll get to know each other better. We’ll share some of our planning philosophy while learning more about your current situation as well as your goals and dreams for retirement. Finally, we’ll decide if we’re a good fit to work together.
2
Strategy
Based on what we learned in the first meeting, we’ll analyze your financial situation, including any pain points or potential obstacles that could prevent you from safely reaching your end goal. Using The Athena Strategy, we’ll design a custom plan to address your complete financial picture, including tax planning, legacy, life insurance and more.
3
Action
We’ll put your custom Athena Strategy into action so you can begin your journey toward retirement success. The battle doesn’t end here, however. We’ll continually monitor and adapt your strategy as needed based on your changing circumstances to ensure you remain on track to achieve your retirement goals.