Life is full of roadmaps that leads to life changing decisions. Whether starting a business, having a child, getting ready to retire or planning a legacy, it is what we help our clients’ and their family plan for through their lives and generations to come.
We understand that unexpected events and life changes can impact our clients dreams, but with our experience collaboration with our clients, strategic partners and technology, we can monitor, track and plan during life changes along the way.
At Athenian Private Client Group we are a source of knowledge that helps coordinate financial life changes towards bettering our clients financial health. Our clients are considered part of our family and not treated as an investment transaction. We built our practice around a goal that helps our clients and their generational family succeed financially and to help them leave a long lasting legacy.
We start by listening and helping you identify your lifestyle goals, where we will evaluate your financial picture relative to where you are today. We will than present a customized option based on your needs and goals. But we don’t stop there. We will implement the recommendations and monitor your financial situation to ensure you remain on track and to help achieve your financial dreams.
- Earl Nightingale
We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your financial goals.
- Jim Rohn
A picture is worth a thousand words. So it is important to us to start by creating a visual experience that displays your Financial household and uncover what is important to you, what resources will be available both now and in the future. Having an intuitive simplified overview of your financial situation can help us, you and your family make better informed life decisions about your financial planning future.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
In 2018, the United States saw the biggest overhaul to the tax code in 30 years. Download our free ebook now to learn about how these changes impacted the financial landscape.