The Athena Team – In retirement, health and wealth go hand in hand. You need a long-term care strategy that fits your future.

IT’S YOUR

LEGACY

We’ll help you defend it.

Empower your financial future with the strength and wisdom of The Athena Team.

GODDESS OF GOOD COUNSEL

Athena, goddess of war, understood victory came through wisdom, patience, and strategy. At The Athena Team, we use these same tools to help you overcome financial challenges and achieve long-term prosperity — because it’s not just about winning the battle, it’s about safeguarding what you have won for tomorrow and beyond.

EMBODYING A WARRIOR’S STANCE FORGED FROM ADVERSITY

“I’m a fighter for people. I know what it’s like to suffer devastating blows to my retirement savings, and that has been a catalyst for me to help others ensure their financial futures are protected and safe.”

It’s said that experience is the best teacher, but there are some lessons no one should have to learn. Following a devastating incident that left her personal and financial life in shambles, Sherri quickly learned the importance of comprehensive financial planning. She became dedicated to helping others protect their finances — for themselves and their loved ones.

SHERRI OVER,

NACFF™

CEO

Financial Protection Specialist

THE ATHENA STRATEGY

Secure Your Financial Future with Athena’s Shield.

No one can predict the future, but we can prepare for it. Following the principles Athena stood for — protection, honesty, trust, wisdom — we will create your personalized Athena Strategy, a retirement solution to protect what you have while ensuring your legacy.

RESEARCH

STRATEGY

ACTION

UPCOMING EVENTS

Month
Day

Title of Workshop:

This is the subtitle

0:00 PM | Location

Month
Day

Title of Workshop:

This is the subtitle

0:00 PM | Location

Month
Day

Title of Workshop:

This is the subtitle

0:00 PM | Location

COLLEGE SEMINARS: CECIL COMMUNITY COLLEGE

*Note: These seminars require a registration fee.

Month
Day

Title of Seminar:

This is the subtitle

0:00 PM | Location

Month
Day

Title of Seminar:

This is the subtitle

0:00 PM | Location

Month
Day

Title of Seminar:

This is the subtitle

0:00 PM | Location

COLLEGE SEMINARS: HARTFORD COMMUNITY COLLEGE

*Note: These seminars require a registration fee.

Month
Day

Title of Seminar:

This is the subtitle

0:00 PM | Location

Month
Day

Title of Seminar:

This is the subtitle

0:00 PM | Location

Month
Day

Title of Seminar:

This is the subtitle

0:00 PM | Location

OUR SERVICES

We offer services in the following areas to help you pursue your retirement goals.

Put your hard-earned assets to work.

Retirement Income Strategies
Annuities
Personal Pension

Preserve what belongs to you.

Asset Protection Strategies
Life Insurance
Tax-Efficiency Strategies
Long-Term Care Plans
Medicare

Provide for the people and causes you cherish.

Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning

EVERY WOMAN NEEDS HER OWN FINANCIAL STRATEGY

Why? Because women often face different financial challenges than men. Schedule an appointment today to discover how the Athena Strategy can help you stay on the right track. In our meeting, we’ll discuss:

Why a woman’s retirement strategy should be different from a man’s.
How a financial advisor can help you plan for retirement.
Tips on keeping critical life changes from derailing your plan.

READY TO DEFEND YOUR LIFE’S LEGACY?

It’s never too early or too late to expect the unexpected — so you can enjoy life on your terms. For more information about how we can help defend your retirement dreams, schedule your no-obligation consultation.

Call Us:

888-680-8150

Email Us:

[email protected]

Visit Us:

Bel Air, MD 21014

1/23-2116978B