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.
Diversifying Beyond the Market: Why Investors Are Purchasing Annuities in 2025
Annuities have emerged as a suitable insurance product for many in recent years. 2025 has been [...]
Hot Weather, Cool Tax Tips: Mid-Year Moves to Maximize 2025 Tax Deductions
As the hot weather kicks in this summer, now is an opportune time to explore proactive [...]
Sizzling Summer Retirement Savings: How Deferred Annuities Can Help Keep Your Retirement Plans Cool
While enjoying the sunny days of summer, why not take a moment to consider how deferred [...]
How Much Life Insurance Do You Need?
Life insurance is a financial safety net that provides a death benefit to beneficiaries after death. [...]