Our Services
Our Planning Services
Retirement Income
Income distribution planning is vital for managing cash flow during retirement. It involves crafting a strategy to efficiently distribute income from retirement accounts, investments, pensions, and Social Security to meet your financial needs.
Foundational Blueprint
The Foundational Blueprint is a strategic plan that outlines your goals, assesses your current financial situation, and details the steps to achieve your objectives. It provides a roadmap for effective financial management, ensuring long-term stability and risk mitigation, making it ideal for clients ready to save and build wealth.
Crisis Planning
Long-term illness, a sudden death, or extended care in a Nursing Home, can happen quickly and unexpectedly, throwing a family into emotional and financial crisis. We have developed an expertise in advising families facing the many challenges of a crisis. Our skilled guidance will help provide clarity and develop a pathway for moving forward.
Executor & Trustee Support
Serving as an executor or trustee with little to no experience can be overwhelming, especially during emotionally charged times. We provide support to clarify your fiduciary duties, bring structure to the process and streamline communication with attorneys, tax professionals, and beneficiaries, ensuring transparency and efficiency.
At Athena Legacy Solutions, we specialize in working with individuals who are planning to retire within 15 years or are already enjoying their retirement years. Our clients typically face complex financial situations, and we strive to provide personalized guidance to help them navigate these challenges.
We generally work with clients who have a minimum of $1.5 million in liquid investable assets. However, we also engage with clients who may have less but are still in their accumulation years, as we believe in helping them build towards a secure financial future.
Who we work with
Our Commitment to You
Our priority is always the well-being and success of our existing clients. Given the time and resources we dedicate to supporting their needs, we limit the number of new clients we take on each year.
If we mutually determine that we are a "good fit" to work together, there may be a brief waiting period before we can begin your planning process. We appreciate your patience and understanding as we work to give each client the attention they deserve.
Ready to start a conversation?
Schedule a 30 minute "Good Fit" meeting where we can get to know each other and see if our services and your goals are aligned. We look forward to hearing from you.
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Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Financial Planning and Advisory services offered in all 50 States.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, CT, FL, MA, MD, ME, NJ, NC, NV, RI, UT, VA. Cambridge and Athena Legacy Solutions, LLC are not affiliated. Cambridge does not offer tax or legal advice.
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