Athena Financial & Insurance Associates

Athena Financial & Insurance Associates Athena Financial Group, Inc is a registered Broker-Dealer. We help businesses, individuals, and families.

Join us!
10/10/2023

Join us!

Get expert advice on securing your family's future and protecting your home with our Estate Planning for Parents and Homeowners event.

Estate Planning for Parents and HomeownersJoin us for an informative event on estate planning specifically tailored for ...
10/10/2023

Estate Planning for Parents and Homeowners

Join us for an informative event on estate planning specifically tailored for parents and homeowners. Whether you're a new parent or have owned your home for years, this event will provide valuable insights and expert advice on protecting your assets and securing your family's future.

During this in-person event, you'll have the opportunity to learn about the importance of wills, trusts, and other essential documents. Our experienced speakers will guide you through the process of estate planning, answering any questions you may have along the way.

Don't miss out on this chance to gain peace of mind and ensure your loved ones are taken care of. Reserve your spot today!

Ticket includes Brunch bites & champagne/ coffee.

Get expert advice on securing your family's future and protecting your home with our Estate Planning for Parents and Homeowners event.

Date and time
Saturday, October 14 10am - 12pm PDT

Location
Beach Garden Social House
1923 East Broadway Long Beach, CA 90802

Get expert advice on securing your family's future and protecting your home with our Estate Planning for Parents and Homeowners event.

Becoming a parent is a big life event. That's why it's so important to ensure your finances are ready for the changes, c...
10/09/2023

Becoming a parent is a big life event. That's why it's so important to ensure your finances are ready for the changes, challenges and perks that come with parenthood.

Consider double-checking these four aspects of your finances.

Want to take control of your financial goals? The twice-monthly newsletter can help.
10/06/2023

Want to take control of your financial goals? The twice-monthly newsletter can help.

Sign up and stay tuned for this week's posts.

Are you falling for any of these personal finance myths?
10/04/2023

Are you falling for any of these personal finance myths?

There are a lot of personal finance misconceptions out there — let’s debunk them.

If you like my service or have feedback to share, don't forget to leave a review on my site.
10/02/2023

If you like my service or have feedback to share, don't forget to leave a review on my site.

If we’ve worked together in the past and you had a great experience, would you pay it forward with a review? Thanks so much in advance.

Do you wait until the last minute to file your taxes? Taking small steps to prepare your taxes throughout the year can h...
10/01/2023

Do you wait until the last minute to file your taxes? Taking small steps to prepare your taxes throughout the year can help make tax season less of a hassle.

The way to make your annual taxes a good experience is to do your work now instead of waiting until right before they're due. Here's why.

Some see pet insurance as a no-brainer investment for their furry friends. However, as vet costs continue to rise, some ...
09/28/2023

Some see pet insurance as a no-brainer investment for their furry friends. However, as vet costs continue to rise, some think that insurance premiums have gotten out of hand.

A leader in the field, Trupanion, told a New Jersey pet owner his premiums would not go up more than 20% a year. But now Trupanion says they may go up 33.6%.

Which is better for couples: maintaining two single life insurance policies, or getting a joint policy? Get a breakdown ...
09/25/2023

Which is better for couples: maintaining two single life insurance policies, or getting a joint policy? Get a breakdown of each option to determine which might be right for you.

Learn the ins and outs of both options.

By making these three financial moves, you can help ensure the rest of your year is smooth sailing.
09/22/2023

By making these three financial moves, you can help ensure the rest of your year is smooth sailing.

Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.

Address

1370 N BREA Boulevard, SUITE 110
Fullerton, CA
92835

Telephone

+15624179834

Website

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