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.

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.

10/09/2026

Do you know how long it may take for your investments to double in value?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/07/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

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

Website

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