Athens Investment Center

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Athens Investment Center Our mission is to get to know and understand your needs, wants, and long-term goals. We understand the challenges families face today.

We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. www.finra.org, www.spic.org

Third-Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The Financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

How much could you receive from Social Security? Here’s what to expect.
11/02/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

The average college senior graduates with credit card debt. How will your kids manage money?
10/30/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
10/28/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/26/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

10/23/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

What actually happens when the U.S. government shuts down?
10/21/2026

What actually happens when the U.S. government shuts down?

This handy interactive explains which essential government services are affected by a shutdown.

The key to healthcare in retirement might be a patchwork of different choices.
10/19/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Currency has been around for a long time. Here's a quick history lesson.
10/16/2026

Currency has been around for a long time. Here's a quick history lesson.

Generate income and rebuild principal. A powerful one-two punch.
10/14/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/12/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Address

100 W Tyler Street
Athens, TX
75751

Opening Hours

Monday 8:30am - 12pm
1pm - 5pm
Tuesday 8:30am - 12pm
1pm - 5pm
Wednesday 8:30am - 12pm
1pm - 5pm
Thursday 8:30am - 12pm
1pm - 5pm
Friday 8:30am - 12pm
1pm - 4pm

Telephone

+19032646878

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