Athena Financial Specializing In
Insurance Protection Providing our clients with products that enable them to protect the life they've diligently built. 
Retirement Strategies We help make the most of your golden years by tailoring a retirement strategy to your needs. 
College Funding When sending a child to college, families find value in the guidance of a financial professional. 
Business Solutions Small business owners need to ensure the future security of their business. 
Estate Planning We work with your tax professionals and attorneys to develop a strategy to help preserve your estate. 
Long-Term Care A long-term care plan serves as a critical element in establishing a strong financial base. Insurance Protection
A crucial aspect of preparing for the future is safeguarding it. We assist our clients in readiness for uncertainty, recognizing that they may encounter scenarios such as outliving their resources, premature death, or becoming disabled. Our goal is to provide them with products that enable them to protect the life they’ve diligently built.
- Life insurance
- Disability insurance
- Long-term care insurance
Retirement Strategies
Individuals are living longer lifespans than ever before. We are dedicated to assisting you in preparing to make the most of your golden years by tailoring a retirement strategy to your needs.
College Funding
Whether you’re getting ready to send your first child or your fifth to college, numerous families and individuals can find value in the guidance of a financial professional.
Business Solutions
Small business owners need to ensure the future security of their business. We provide financial strategies for you, your employees and your business, including:
- Insurance strategies
- Retirement strategies
- Executive compensation
Estate Planning
We work with your tax professionals and attorneys to develop a strategy to help preserve your estate that can include life insurance products. Without a proper plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families and individuals need to be aware of this risk.
Long-Term Care
The importance of a long-term care expense plan is frequently underestimated, yet it serves as a critical element in establishing a strong financial base. While the necessity for long-term care may seem distant for many individuals, now is the best time to strategize — ensuring that expenses will be covered in the event that extended care is needed in the future.
