Planning your future

Retirement

One of the main goals people have is about their retirement. It seems like a grand faraway goal until it suddenly appears very close ahead. Here are some of the questions we can answer:

• How much money do I need to retire?

• Should I convert my 401(k) to a Roth IRA?

  • WTF is a 401(k), Roth IRA, Traditional IRA? Rollover?​

• How long do I have to work to do everything I want to do in retirement?​

• When should I claim social security retirement benefits?

Taking Care of my Family

There are morbid topics like Estate Planning but it really comes down to one big question, "If I am gone what will happen to my family?"

​

One of the key planning tools we offer is ensuring that your family can maintain the standard of living they are accustomed to without the financial burden of replacing a key family member's income. This goal is about creating peace of mind to ensure the government doesn't end up with a bulk of your assets.

​

Buy a Home

Real estate ownership can be one of the most lucrative but scary investments any person can enter into. The numbers are so large and the term is so long (30 years?!?)

​

With the Athena Plans planning process we can help you explore the options for real estate ownership with multiple scenario analysis. Owning a home is not right for everyone and it is important that you take an honest look at your specific needs.

Education Planning

We all hope for the best for our children and one of those "best" things that can set them up for future success is a good education. With the skyrocketing cost of education it is important that you explore all the options on how best to save for your children's future.

​

​

​

​

​

Debt & Credit

There are many ways to grow and get ahead and one of those is the use of leverage. Leverage is borrowing against some of your assets to buy more assets that grow in size. However, there is a sinister side to debt that can trap you into overspending or extending yourself beyond your asset values.

​

With a plan focused on debt management you can get your financial house in order and start building back up your credit score.

​

​

Health & Wellness

Transform your health with the same precision you bring to your business decisions. Our executive wellness program fuses cutting-edge AI analytics with elite performance coaching to optimize your most valuable asset - your vitality.

​

Your health & wellness journey is designed to enhance your decision-making power and sustain your legacy of excellence. Because true wealth isn't just about financial assets - it's about having the vitality to enjoy them.

​

​