Organizations We Have Partnered With
See why we are first responders’ preferred financial professionals
Lorenzo founded Team Athena in 2018. He realized LEO’s receive a lot of training on how to help others, but none on the necessary financial education to help themselves and their families. Most of the financial decisions at the beginning of a cops career are made by HR and senior officer recommendations- of which none are financial professionals.
Some of our services include:
- Estate Planning: Trusts and Wills
- Retirement Planning
- Maximizing Your Money After Retirement
- Individualized Financial Counseling
- Understanding Your 457/ Def Comp
- Tax Advantage Strategies
- Disability Insurance
- Asset Protection
- Long Term Care
- Life Insurance: Term and Permanent
- Final Expense
- Debt Management
- Financial Wellness Trainings and Briefings
- Career Opportunities
- Business Mentorship
- Referral Program, and More…
