Welcome! We are dedicated to helping businesses thrive and individuals secure a better financial future.
We understand the unique challenges faced by businesses in today's dynamic landscape. That's why we specialize in providing comprehensive solutions that add value to existing businesses and their clients.
Adding Value to Businesses:
Our team of experts works closely with businesses to identify opportunities for growth and expansion. We collaborate with professionals from various industries, such as real estate brokers, tax professionals, CPAs, and lawyers, to help them diversify their services and unlock new revenue streams. By offering additional services, businesses can enhance client satisfaction, deepen relationships, and stay ahead of the competition.
Prepare for the Unexpected:
We understand that life is full of uncertainties. That's why we offer strategic financial planning services to help our clientele prepare for the unexpected. Whether it's setting up emergency funds, creating personalized insurance plans, or developing contingency strategies, we ensure that our clients are equipped to navigate any unforeseen circumstances with confidence and peace of mind.
A Better Financial Future:
Our mission is to empower individuals to achieve their long-term financial goals. Through personalized financial consultations, we assist our clients in creating sustainable wealth-building strategies, retirement planning, and investment management. By fostering a comprehensive understanding of their financial landscape, we guide our clients towards a more secure and prosperous future.
Mobile: (562) 417- 9834
Fax: (909) 397- 5761
annette@athenawfg.com
Office:
1342 E. GLADSTONE ST #300
GLENDORA, CA 91740
License # 0M48136
Industry
Financial Services
HQ Location
1343 E Gladstone St #300
GLENDORA, CA 91740, US
Expertise
Business growth and expansionDiversification of servicesRevenue stream unlockingClient satisfaction enhancementRelationship deepeningFinancial planningEmergency fund preparationInsurance plan creationContingency strategy developmentWealth-building strategiesRetirement planningInvestment management
Solutions
Comprehensive solutions for businessesStrategic financial planning servicesPersonalized financial consultationsSustainable wealth-building strategiesRetirement planningInvestment managementEmergency funds setupPersonalized insurance plansContingency strategy development
Keywords
Life InsuranceDisabilityAnnuitiesKid FundsFinal Expense PlanningBusiness SolutionsRetirement StrategiesInsurance ProtectioLong Term Care