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

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COLLEGE SEMINARS: CECIL COMMUNITY COLLEGE

*Note: These seminars require a registration fee.

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COLLEGE SEMINARS: HARTFORD COMMUNITY COLLEGE

*Note: These seminars require a registration fee.

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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:

info@theathenateam.com

Visit Us:

Bel Air, MD 21014

Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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