Vantilburg Julie L

About Athena

Athena Wealth Strategies is a team of experienced financial advisors who partner with individuals and businesses to create comprehensive, personalized financial plans. We believe in empowering our clients to achieve their financial goals and secure their future. We do this by offering a holistic approach to wealth management, focusing on:

• Comprehensive Financial Planning: We take a holistic approach that considers your entire financial situation, including your financial goals, assets, liabilities, and investments.
• Personalized Strategies: We tailor our strategies to your individual needs and goals, considering your risk tolerance, time horizon, and financial situation.
• Transparency & Collaboration: We believe in open communication and collaboration. We will work with you every step of the way, explaining our process and offering regular updates.

1. Retirement Planning

• Comprehensive retirement analysis and planning
• Goal-setting and risk management strategies
• Maximizing retirement accounts and investments
• Inheritance planning

2. Investment Analysis

• Review of current investments and performance
• Development of a diversified investment portfolio
• Implementation of automated investment plans
• Review of investment fees and expenses

3. Distribution Strategies

• Review of current distribution plans and investments
• Planning for a smooth and secure withdrawal of funds in retirement
• Strategies for tax-efficient distribution options

4. Employer Retirement Plans

• Review and optimization of existing plans
• Guidance on plan design and compliance
• Employee education and communication workshops

5. Financial Planning & Retirement Strategies

• Comprehensive financial planning for individuals and families
• Retirement planning and investment guidance
• Business succession planning
• Estate planning and insurance review

Our Clients

We work with clients from all walks of life, including:

• Professionals and entrepreneurs
• Families and individuals
• Business owners
• Retirees and pre-retirees

Our Approach

We believe in a collaborative and personalized approach to financial planning. We will work with you to:

• Understand your unique financial goals and aspirations
• Identify potential risks and implement mitigation strategies
• Create a customized plan that aligns with your values and objectives
• Regularly review and update your plan to ensure it remains relevant and effective