Ready to Retire?

Why Work with Athena Wealth Strategies?

If you’re not sure what to expect in retirement, you’re not alone. Because people are living longer and staying active longer than in previous generations, the very definition of retirement is changing.

As you prepare for retirement, you face a complex set of money and wealth management issues that include selecting investment options that fit your risk tolerance and long-term retirement income goals, creating a desirable and sustainable budget, funding healthcare expenses, coordinating withdrawals, planning for the unexpected, and – above all – making sure the money lasts. We help our clients approach different options and scenarios for retirement – such as whether to relocate, downsize, or buy a second home; when to retire and when to claim social security and pension income; and whether they can afford to spend more (or less) in retirement.

Working together with you, we will help to define your personal road map and goals to potentially maximize your finances for the future. Athena Wealth Strategies is an advice-based practice of financial advisors that provides you with financial analysis and advice with one big goal in mind – helping you plan your life for the future.

A goal without a plan is just a wish.
 

What are your retirement goals?

• Start a second career
• Give back to the community and work with my favorite charity
• Finally have enough time to spend doing my favorite hobby
• Spend time with grandchildren
• Travel
• Do you have a plan and a strategy to get there?
  
  

Ready to get started? Call our office at: (650) 377-4108 or email info@athenawealthstrategies.com.