The Athena Group

Helping people create, manage and preserve their wealth.

The Athena Group, Ltd., a financial services firm in southeast Michigan, addresses a woman’s need for financial education and personalized service in planning and implementing her own or her family’s investment strategy.

The Athena Group makes available financial products from many sources and strives to offer unbiased counsel.

 


What Sets Us Apart

As an independent firm, we draw from many sources to offer the most suitable investments. We are not obligated to sell certain lines or meet product quotas.  Our personalized service includes:

  • Private meetings at your convenience, whether at your office, home or one of our meeting locations in Michigan
  • Planning for all stages of life—from buying a home and putting children through college, to selling a business and retiring
  • Ongoing mentoring to help define, track and achieve your personal goals
  • Financial education sessions to increase your knowledge and confidence
  • Specialized investment planning tailored to professional, executive and business women
  • Opportunities for peer-to-peer group networking

 

Lease Interest

What's the interest rate on the lease you're considering?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

More Newsletters →