Roselyn Spaan, Financial Advisor with Athena Wealth Strategies LLC

Roselyn Spaan, Financial Advisor with Athena Wealth Strategies LLC Financial Advisor offering investment advisory
services through Eagle Strategies LLC Roselyn C. Spaan
(251)321-5499
314 South Greeno Rd. CA ins lic #4137030.

Fairhope, AL 36532

In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LL

C and NYLIFE Securities LLC are New York Life Companies. Neither Athena Wealth Strategies LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Athena Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial or endorsement shown is based on an individual’s experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. Registered Branch
314 South Greeno Rd
Fairhope, AL 36532

08/19/2025

"What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
11/23/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Here’s what you should know about the earned income tax credit and whether you qualify for the tax break.
11/22/2024

Here’s what you should know about the earned income tax credit and whether you qualify for the tax break.

The refundable amount for workers with or without children is slightly higher this year. Here’s what you need to know.

The end of the year can serve as a motivator for getting your finances in order. What moves should you be making?
11/20/2024

The end of the year can serve as a motivator for getting your finances in order. What moves should you be making?

From applying for Social Security and donating to charity to maximizing your savings accounts, here are seven retirement moves to make before 2025.

Zen and the art of Bonsai teaches us…Be careful in deliberation and decisive in action for what takes years to grow can ...
05/29/2024

Zen and the art of Bonsai teaches us…

Be careful in deliberation and decisive in action for what takes years to grow can take seconds to cut down.
Art is everywhere, playing hide and seek with the one who has vision.

- someone somewhere

“Why Alabama?” This.Reason 27 to 32:Curvaceous country backroads where Nature still rules.Country stores near Nowhere th...
03/24/2024

“Why Alabama?” This.

Reason 27 to 32:
Curvaceous country backroads where Nature still rules.
Country stores near Nowhere that serve fried chicken and meat loaf.
The fried chicken and meatloaf (deserved it’s own Reason)
Historical sites like Edmund Pettus Brige, Selma (think MLK) and Old Cahawba (ruins of the states first capital)
Friendly pack of old gents that would welcome this gal to an epic ride CMC Riders

12/02/2023

While market volatility can be unsetteling, it's inevitable - so don't loose sight of your long-term goals. Here are tips for staying focused.

America’s credit card debt continues to be a problem. At present, 42% of adults carry credit card debt, with Gen Xers fa...
11/23/2023

America’s credit card debt continues to be a problem. At present, 42% of adults carry credit card debt, with Gen Xers facing a particularly challenging situation due to increasing debt levels. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

There’s still much to be done when it comes to women’s pay parity, but these three steps can help women make smart money...
11/12/2023

There’s still much to be done when it comes to women’s pay parity, but these three steps can help women make smart money moves and set themselves up for financial security.

Discussion of 3 steps that women can take to set themselves up for financial success, even with major obstacles like income inequity.

This article explores three strategies parents can use to transfer wealth and give their children financial head starts ...
11/08/2023

This article explores three strategies parents can use to transfer wealth and give their children financial head starts beyond the typical direct gifting of cash.

From custodial accounts to trusts, Baby Boomers can take part in the great wealth transfer in ways that won’t burden their kids with extra taxes.

Address

314 South Greeno Road
Fairhope, AL
36532

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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