Athena Strategy – The Athena Team

PROTECTION FOR YOUR

RETIREMENT DREAMS.

Like a financial warrior, we’re here to defend your legacy.

THE ATHENA STRATEGY

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

SECURE YOUR FINANCIAL FUTURE WITH ATHENA’S SHIELD

RESEARCH

During this discovery phase, we’ll get to know each other better. We’ll share some of our planning philosophy while learning more about your current situation as well as your goals and dreams for retirement. Finally, we’ll decide if we’re a good fit to work together.

STRATEGY

Based on what we learned in the first meeting, we’ll analyze your financial situation, including any pain points or potential obstacles that could prevent you from safely reaching your end goal. Using The Athena Strategy, we’ll design a custom plan to address your complete financial picture, including income planning, health care planning, tax planning and legacy planning.

ACTION

We’ll put your custom Athena Strategy into action so you can begin your journey toward retirement success. The battle doesn’t end here, however. We’ll continually monitor and adapt your strategy as needed based on your changing circumstances to ensure you remain on track to achieve your retirement goals.

FOUR KEY AREAS

Your custom Athena Strategy will address four key areas of retirement planning.

Income Planning

Retirement income strategies
Annuities
Asset protection services
IRA & 401(k) rollovers
Create a personal pension plan

Health Care Planning

Long-term care strategies
Life insurance
Medicare

Tax Planning

Tax-efficient strategies
Strategic ROTH Conversions
Tax Mitigation

Legacy Planning

Trusts
Probate
Charitable giving
Estate planning
IRA legacy planning

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