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
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    Calculators

    Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

    Disability Income Insurance

    How much Disability Income Insurance do you need?

    Taxable Equivalent Yield

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

    Financial IQ Test

    Take this quick quiz to find out your Financial IQ

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    Newsletters

    HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

    In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

    Averaging Ups and Downs

    Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

    Small Companies Face Costly Cybersecurity Threats

    For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

    HOT TOPIC: European News Causes Market Mood Swings

    In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

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