Athlon Wealth Advisors helps you answer these questions by looking at all aspects of your life. We start by learning about you, your family, and your values, and then help you formulate your goals. Once your goals are established, we customize appropriate strategies to suit your vision and objectives. We then analyze each aspect of your life, one meeting at a time, and continually review the important factors to your long-term success.
If you’re interested in preparing for retirement, creating a legacy, building your investment portfolio, saving for college, or finding the right insurance solution, we can help.
- Education funding opportunities: When it comes to planning for your child’s future, there are few things more daunting than their future college expenses. Fortunately, there are strategies to reduce college costs and make it more affordable. Our role is to save you time and money and determine your best strategy to pay for schooling.
- Estate planning: An estate plan can help you communicate your wishes, protect your family, and reduce your taxes. Whether you are interested in transferring wealth to younger members of your family or transferring business interests to key employees, we can help you develop a solid plan of action.
- Insurance and annuity products: It is important to understand the various insurance policies available for protecting you and your assets. Adequate insurance for life, disability, and long-term care is essential. Whether your needs are for individual, family, or business coverage, we explain your choices and help you personalize a plan that fits your situation.
- Investment options: Unless you own a crystal ball, it’s impossible to predict the highs and lows of the market. We have several tools at our disposal that allow us to be more proactive on Wall Street. We do not subscribe to simple buy and hold or “set it and forget it” investing techniques. We believe in a more proactive approach to weathering market lows, and downside protection is critical if you’re going to be in the market.
- Retirement income strategies: Whether you are planning for retirement — or already enjoying it — we develop investment strategies designed to take you beyond the accumulation phase while securing your assets. We help determine what your expenses will be, analyze your current financial position, and evaluate if your assets will meet or exceed your expenses during retirement. We expect your life to change and will continually monitor progress and revise your plan as needed.
You need professional advice and guidance to develop the right financial plan for you. Contact us today to get started.