Most of us will have made a financial mistake or two in our lifetime, some small, and some big. It’s much easier to make a big mistake when major life changes occur and emotions are at a high. Let’s explore some of the things you should be thinking about to make smart financial decisions when…
Read More
Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations to which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.
Read More
Retirement planning isn’t always about dollars and cents. At the end of the day, financial planning is about your values and what you want your future to look like.
Read MoreSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA (www.finra.org) SIPC (www.sipc.com). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Athenian Private Client Group and Cambridge are separate entities. This communication is strictly intended for individuals residing in the states of CA,DE,FL,NV,NJ,NY,OR. No offers may be made or accepted from any resident outside the specific state(s) referenced.
The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any
consequences arising out of your access to or your use of third-party technologies, websites, information,
and programs made available through this website.
10225 Ulmerton Road Suite 5B, Largo, FL 33771