Life’s next adventure is waiting.
Start planning for your retirement with
Athena Wealth Solutions.
Life’s next adventure is waiting.
Start planning for your retirement with
Athena Wealth Solutions.
Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Athena Wealth Solutions is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.
Planning Process
Retire with Confidence.
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
Team
Read about the advisor and staff and learn the history of the business. See contact information for each person and click to email or call individuals in the business.
Lindsey Lan Nguyen, Founder and CEO – Athena Wealth Solutions
- Over 20 years of experience in the Insurance & Financial Services industry.
- A well respected industry leader in life insurance marketing, innovation and distribution.
- Top Producer in previous Independent Marketing Organizations.
- Former Retirement Specialist for the City of Seattle.
- Former Human Resources Specialist in the Bay area.
- Published Author and Trainer.
Athena Wealth Solutions is a financial services marketing company dedicated to serving the needs of families, individuals, and businesses throughout the United States by helping them to achieve financial independence. We’re committed to helping people to create, grow, and protect their wealth by empowering them with knowledge to make informed decisions.
Resources
Featured Financial Articles.
Critical IRS Update: Understanding 2025 Revenue Proposals
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Smart Money Moves: Financial Tips for Building Your Vacation Fund
An escapade to an exotic getaway or a relaxing vacation provides an opportunity for rejuvenation. However, [...]
Unlocking the Benefits of Annuities in Retirement Planning
Financial independence is an integral part of a comfortable retirement. Therefore, investing in strategies that guarantee [...]
Mortgage rates in 2024: Insights and Predictions for Homebuyers
As we look into 2024, predicting the trajectory of mortgage rates has never been more critical [...]