The Athena Group

Helping people create, manage and preserve their wealth.

The Athena Group, Ltd., a financial services firm in southeast Michigan, addresses one's need for financial education and personalized service in planning and implementing their own or their family’s investment strategy.

The Athena Group makes available financial products from many sources and strives to offer unbiased counsel.

What Sets Us Apart

As an independent firm, we draw from many sources to offer the most suitable investments. We are not obligated to sell certain lines or meet product quotas.  Our personalized service includes:

  • Private meetings at your convenience, whether at your office, home or one of our meeting locations in Michigan
  • Planning for all stages of life—from buying a home and putting children through college, to selling a business and retiring
  • Ongoing mentoring to help define, track and achieve your personal goals
  • Financial education sessions to increase your knowledge and confidence
  • Specialized investment planning tailored to professional, executive and business people
  • Opportunities for peer-to-peer group networking

 
Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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