Janet, founding Wealth Advisor of Athena Legacy Solutions LLC, a Financial Services Firm, wants to guide you in reaching all of your financial aspirations. In a world of uncertain economies, potential periods of inflation or deflation, unemployment, and volatile capital markets, Janet helps her clients focus on their core values and beliefs. Having been in financial services since 1995, Janet established Athena Legacy Solutions in 2010 to fill a need in the industry of providing holistic, needs based financial planning and customized advisory services.
Whether a client is going through a divorce, dealing with a death in the family or finds themselves in need of financial guidance, Janet feels it’s imperative to put the emphasis back on what is important to the client and their family. Janet helps each client pinpoint their needs and goals by understanding what their past experiences have been and what they want to accomplish.
As a single mother of two, Janet can empathize with her clients’ busy lives of juggling careers, families, and the uncertainties of this economy. She knows the importance of long-term relationships and provides ongoing support for her clients. Janet and her firm truly believe that each client’s wealth preservation program should be as unique as they are. Janet Goulart Registered Representative / Financial Planner New England Securities. Security products and financial planning services offered through New England Securities, member FINRA/SIPC and a registered investment advisor. Athena Legacy Solutions is not affiliated with NES. L0212238748[exp0213][CT,MA,RI]
401-741-4316 • Janet.Goulart@AthenaLegacySolutions.com