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Athena Legacy Solutions

Education & Newsletters. Client Account Access and Forms. Most financial advisory firms either concentrate on products or do planning that is simply a projection of where you are today. As long as nothing big changes, that kind of planning is fine. But a significant change takes special skills. Learn more about our unique Life Vision Process. When life changes, all your plans change. Learn more about our. Unique Life Vision Process. Check out these examples of. Client types we work with and. Investment A...

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Education & Newsletters. Client Account Access and Forms. Most financial advisory firms either concentrate on products or do planning that is simply a projection of where you are today. As long as nothing big changes, that kind of planning is fine. But a significant change takes special skills. Learn more about our unique Life Vision Process. When life changes, all your plans change. Learn more about our. Unique Life Vision Process. Check out these examples of. Client types we work with and. Investment A...

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Athena Legacy Solutions | athenalegacysolutions.com Reviews

https://athenalegacysolutions.com

Education & Newsletters. Client Account Access and Forms. Most financial advisory firms either concentrate on products or do planning that is simply a projection of where you are today. As long as nothing big changes, that kind of planning is fine. But a significant change takes special skills. Learn more about our unique Life Vision Process. When life changes, all your plans change. Learn more about our. Unique Life Vision Process. Check out these examples of. Client types we work with and. Investment A...

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athenalegacysolutions.com

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Athena Legacy Solutions | Athena Legacy Solutions

http://athenalegacysolutions.com/about-athena-legacy-solutions

Education & Newsletters. Client Account Access and Forms. Athena Legacy Solutions Athena Legacy Solutions. A personal message from our founder:. In 2010, I realized the power of developing a Life Vision, and how it can offer the possibility of changing a client’s life for the better. It occurred to me that what we should talk about was what she would do and think about how we could put the pieces in place so she could manage life once they got through the struggles they were dealing with. The Road Betwee...

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Education & Newsletters | Athena Legacy Solutions

http://athenalegacysolutions.com/education-newsletters-2

Education & Newsletters. Client Account Access and Forms. Education and Newsletters Athena Legacy Solutions. Education & Newsletters. Wills: Why do you and your family need one? Economic Reality: Americans overspend and under save. We must strengthen our personal economies to save America’s economy. Elder Care: Taking care of one’s aging parents can be emotional and expensive. This video provides a checklist on what to do. Saunderstown, RI 02874. Office: 401.541.5100. Fax: 401.223.4833. See if any resona...

3

Our Team | Athena Legacy Solutions

http://athenalegacysolutions.com/our-staff

Education & Newsletters. Client Account Access and Forms. Our Team Athena Legacy Solutions. Janet holds her LUTCF (Life Underwriter Training Council Fellow) and CLTC (Certified in Long Term Care) certification and is currently enrolled in the American College RICP (Retirement Income Certified Professional) program. We are confident you’ll love interacting with our team and feel secure knowing they are getting the job done right. Office: 401.541.5100. Jamie Roth is a Marketing Assistant. She is a grad...

4

Client Advisory Board | Athena Legacy Solutions

http://athenalegacysolutions.com/client-advisory-board

Education & Newsletters. Client Account Access and Forms. Client Advisory Board Athena Legacy Solutions. Our Life Vision Process was born from client feedback. We tried something different to help a client through a difficult situation, and realized that the idea could benefit many people preparing for or coping with significant change in their lives. Ask us what we have learned from our Client Advisory Board! We are excited to talk about all the changes they have helped us make. Saunderstown, RI 02874.

5

Client Scenarios | Athena Legacy Solutions

http://athenalegacysolutions.com/client-scenarios

Education & Newsletters. Client Account Access and Forms. Client Scenarios Athena Legacy Solutions. We have compiled a few hypothetical client scenarios to illustrate how our Life Vision Process can help clients to realize there unique Life Vision. Do any of these situations resonate with you? Consider a couple in their mid-60’s that own a business and how we might help them design a Life Vision of travel after retirement. All they had known for years was working their business and not being able to ...

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Athena Legacy Solutions

Education & Newsletters. Client Account Access and Forms. Most financial advisory firms either concentrate on products or do planning that is simply a projection of where you are today. As long as nothing big changes, that kind of planning is fine. But a significant change takes special skills. Learn more about our unique Life Vision Process. When life changes, all your plans change. Learn more about our. Unique Life Vision Process. Check out these examples of. Client types we work with and. Investment A...

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