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Our Services

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 women
Opportunities for peer-to-peer group networking

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 , Ohio, Maryland, Florida, Iowa, Indianna, Kentucky, and New York. No offers may be made or accepted from any resident outside the specific state(s) referenced.

The Athena Group, Ltd. is not affilicated with Royal Alliance Associates, Inc nor is it a broker/dealer or an investment advisor.

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.