Our Services 

A partnership made in trust

Your Athena Advisor will act as your personal CFO, your translator of financial jargon, and your advocate.  



Common financial issues we can assist with:

Retirement Planning

  • Are you on track?

  • Are your retirement assets positioned correctly for your risk tolerance?

  • How to maximize employment benefits

Investment Planning

  • Saving for specific goals

  • Tax efficient investment strategies

  • Social Impact Investing

  • Bench-marking portfolio costs and performance

General Financial Planning

  • Debt reduction strategies

  • College funding

  • Specific planning needs

  • Family needs planning

Issues as we age

  • Long term care planning

  • Aging parents

  • Proper disposition of assets

  • Protection from elder abuse

While we do not provide legal advice, we do work closely with your other professionals to ensure that your needs are being met. For more information on the way we work review our process.

Pay only for the services you want

Here's the game changer.  


At the Athena Financial Group you can choose the level of service you want and pay only for the help you need. View our service model to choose the plan fit for you.  We value transparency and simplicity so go ahead and take a peak at our pricing structure. No hidden fees or astericks here. 


We are able to assist with implementing many aspects of your financial plan. We offer comprehensive investment advisory services through Athena Advisory Services, Inc., a registered investment advisory firm in Michigan. In addition, we can offer many forms of life and health insurance products through our firm.

  • Life Insurance

  • Health Insurance

  • Disability Insurance

  • Long Term Care Insurance

  • Fixed Annuities