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.
Long-Term Care Insurance: Is It a Smart Investment for You?
The topic of long-term care (LTC) insurance frequently arises for those planning for their retirement. The [...]
5 Ways to Use Annuities for More Predictable Retirement Income
One of the primary concerns for retirees is having enough predictable retirement income to cover their [...]
How Life Insurance Fits into One’s Financial Strategy
There’s often a misconception that life insurance only serves to provide for loved ones in the [...]
The 5 Pillars of Financial Literacy
Financial literacy is understanding and effectively using various financial skills, including personal money management, budgeting, and [...]