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 for retirement while we maximize your finances for the future. Athena Wealth Strategies is an advice-based firm 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.
Ready to get started? Call our office at: (650) 377-4108 or email email@example.com.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.