Helping people create, manage and preserve their wealth. The Athena Group, Ltd., a financial services firm in southeast Michigan, addresses a woman’s need for financial education and personalized service in planning and implementing her own or her family’s investment strategy. The Athena Group makes available financial products from many sources and strives to offer unbiased counsel.
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:
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The Athena Group |
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Is your personal inflation rate higher or lower than the CPI? Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. What's the interest rate on the lease you're considering? How much life insurance would you need to produce a sufficient income stream for your family? |
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822 N. Main Street Phone: 248.743.7076 |
Diane Young is a Registered Representative of and offers securities products & investment advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer and a registered investment advisor. In this regard, this communication is strictly intended for individuals residing in the states of Michigan and New York. No offers may be made or accepted from any resident outside the specific state(s) referenced.
Diane Young is also separately registered as investment adviser representatives under Affiliated Advisors, Inc., registered investment advisors, offering advisory services in the state of Michigan. As such, these services are strictly intended for individuals residing in Michigan.
IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.