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 Financial 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

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.

During our discovery phase, we’ll exchange insights into our planning philosophy and delve into your current financial standing and retirement aspirations to determine

if we’re a compatible team. Following our initial meeting, we’ll meticulously analyze your financial landscape and design a bespoke Athena Strategy encompassing tax planning, legacy considerations, and life insurance to overcome any potential obstacles. With your customized plan in place, we’ll initiate your journey towards retirement success, continuously monitoring and adjusting your strategy to align with your evolving circumstances and aspirations.

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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Put your hard-earned assets to work.

Retirement Income Strategies

Annuities

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. Download this quick guide and discover 10 must-know tips to help get you on the right track. In just a few minutes, you’ll learn:

Why a woman’s retirement strategy should be different from a man’s.
How to find a financial advisor you trust.
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 or register for an event.

Call Us:

410.937.7818

Email Us:

[email protected]

Visit Us:

Bel Air, MD 21014

1/23-2116978B