About Us

Our Philosophy

Athena Legacy Solutions helps clients who are facing a change in their financial situation navigate their way through it. 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 some special skills.

Our unique “Life Vision” process will help you envision the new life you want to create, determine what resources are necessary and how best to organize them, and help you navigate your way to the future you want to achieve.

Whether it be leaving your job unexpectedly or earlier than you had originally thought, changing careers, going through a divorce, losing a spouse, or any other significant life event that affects your finances, our life vision process will help you feel more confident, less overwhelmed, and better prepared to make the decisions to get you through it.

Change can be scary. We look forward to making it easier, maybe even exciting.

 

Your “Life Vision” and aspirations are unique and achieving them requires continued attention and care.

Athena, the Greek Goddess of Wisdom, was known as a strategist and often called upon for her mediation skills. Athena was credited with several inventions, including the art of weaving. In order to achieve your “Life Vision”, many different aspects of your life must be woven together to get a clear picture. Weaving your current situation, the dreams and aspirations of you and your family together, help to form a strategic plan for attaining your goals. Successful implementation will enable the achievement of your personal goals.

The Athena Tetradrachm coin (pronounced te-truh-drak-muh) was the first widely used international coin and possibly the most influential of coins. First minted in Athens around 525 BC, the coin remained unchanged for half of a millennium because of its reliability and exchangeability. Printed on one side with the likeness of the Goddess Athena and on the other, the ever alert owl that is the goddess’ symbol. The owl represented wisdom, strength, oversight and the ability to strategize and weave. The ancient Greeks placed the owl on their currency to watch over and protect the country’s finances.

Janet has over 20 years of experience in the Financial Services Industry. Clients view Janet as a trusted advisor, overseeing the many dimensions of their family’s financial affairs. As a result of their confidence in us, Janet was named one of Rhode Island’s Five Star Wealth Managers* in 2013, 2014, 2015, 2016 and 2017, a prestigious award based on a combination of client and industry feedback and representing less than seven percent of wealth managers in the Rhode Island area.

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.

A graduate of New Hampshire College, she holds Series 7, 63, & 65 securities registrations, as well as life and health insurance licenses. Janet and her family live in Saunderstown, RI. Janet is a member of the Financial Planning Association.

We are confident you’ll love interacting with our team and feel secure knowing they are getting the job done right.

Check the background of investment professionals on FINRA’s BrokerCheck.

*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peer and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.

 

 

 

 

 

In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.

Why is independence important? Just as you have the opportunity to choose your financial professional, we in turn choose our independent broker dealer. This means that we are not forced to sell proprietary products or meet any sales quota. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.

Our broker dealer, Cambridge Investment Research, Inc. is responsible for regulatory compliance and adherence to securities laws. We chose to affiliate ourselves with Cambridge because of their service oriented culture and core values of Integrity, Commitment, Flexibility and Kindness. These core values resonate with the core values and mission of our firm.