At Athena Wealth Strategies, everything begins with our commitment to our clients. First and foremost, we are dedicated to providing you with objective, knowledgeable advice that helps you take control of your financial situation to achieve the goals that matter to you. All Athena Wealth Strategies planners share the following core commitments, and our goal is to:

• Provide objective advice that puts our clients’ needs first.
• Listen, learn and care about your goals for your future and provide personalized recommendations that take your concerns and priorities into account.
• Make sure you understand the recommendations we are making and why we are making them.
• Deliver ongoing reviews and updates to monitor progress and adjust to changing situations and circumstances.
• Be approachable and accessible to our clients.
• Demonstrate our integrity and mastery of our field by holding advanced designations, such as the CERTIFIED FINANCIAL PLANNER™ practitioner
• Stay­ up to date on the rapidly changing opportunities and regulations in the financial world.

Independent, individualized advice with a focus on long term goals and being there with you to realize them: this is the Athena Wealth Strategies commitment.

It is easy to get overwhelmed with the changing landscape and alphabet soup of the financial world. While we are committed to remaining current on new and anticipated changes, it is our experience that allows us to turn this industry and research knowledge into wisdom and insight, which enables us to discern what is true, right, or lasting. Our team brings the perspective gained by 70 years of combined experience in the investment industry.

We know what questions to ask, and how to find the answers. We use this approach to study and analyze your ‘big picture’ and to create a plan that meets your needs.

A compass can tell you which direction to go and a GPS gives you possible routes to get there. At Athena Wealth Strategies, our goal is to provide the financial and economic guidance so you know the best way to reach your destination. We focus on you and your needs – not just your financial situation, but your overall priorities and life goals. We don’t rely on a questionnaire or a formula. We work with you individually to understand what you want and need, and we provide clarity about what can be achieved, and how. Our team specializes in:

• Comprehensive financial planning
• Strategies for business owners
• Evaluation and review of existing retirement plans and implementation of new plans
• Investment analysis
• Retirement planning and distribution strategies

As part of your decision-making team, we serve as a resource and sounding board as you face important decision points in your life.

Strategy is our strength and the cornerstone of our firm.

When you meet with us, you are not talking with a sales person. You are talking with a strategic, analytical partner who is going to guide you toward the best financial solutions for you and your family -- in the near term and the long term. Consider these questions, which we often hear from our clients:

• Should I use extra income towards saving for retirement or paying down my mortgage?
• Is it better to take Social Security now or later?
• Which pension option would be best for me and my family?

The answers to these questions vary, based on your situation. We will work with you find out what best suits yours, based on your risk tolerance, economic circumstances and life goals.

Commitment, wisdom, guidance and strategy – these are our core values and founding principles We live by them each and every day.