Long Distance Vision
Beyond investments, we offer a holistic approach tailored to your unique situation because as your financial needs evolve, your financial advice should, too.
FINANCIAL
PLANNING
RETIREMENT &
DISTRIBUTION STRATEGIES
STRATEGIC TAX
PLANNING
FINANCIAL
PLANNING
RETIREMENT &
DISTRIBUTION STRATEGIES
STRATEGIC TAX
PLANNING
Who can benefit from our financial planning strategies?
The following life stages often resonate with Marathon Financial Strategies clients.
Established Retirees
Our services cater to retirees aiming for a comfortable retirement lifestyle while leaving a legacy for the next generation. We focus on income optimization and distribution strategies to fund your goals.
- At this stage, you may wonder how much you can spend in retirement. We provide guidance on managing market uncertainties and Social Security, ensuring your retirement years are your best years yet.
- Concerned about taxes? We analyze different tax strategies to minimize your tax burden.
- Additionally, we assist with estate planning, helping you decide the legacy you wish to leave behind.
Retirement-Focused Professionals
- At this stage, you might wonder if you’ll have enough to retire. We listen to your retirement aspirations, assist in defining goals, and devise a thorough retirement plan.
- We analyze your entire financial situation to optimize tax strategies.
- Whether you need retirement plan options for your small business or guidance on selling stock options, we are committed to be your trusted partner in crucial financial choices.
Busy Working Families
Our services are designed for parents who seek to strike a balance between work demands and family-centered financial goals, which encompass education planning, tax optimization, and time horizon planning.
- You might have an investment portfolio, a 401(k) from your employer, and insurance policies. Wondering if your investments are right or need adjustments? We assess your assets and create a cohesive financial plan designed so that all aspects may work together seamlessly.
- At this stage, families often wonder how much they should save. We analyze your cash flow and establish a savings plan, investing the proceeds in a robust, diversified portfolio.
- With a solid financial “house” foundation in place, you can focus on your career and the people who matter most.
Planning to go the distance
The pace and complexity of managing modern finances leaves many people feeling unprepared and uncertain about their financial future. We take a comprehensive approach to plan, preserve, and manage your unique financial picture all the way to the finish line.
Download our Finish Line Planning Process for a detailed overview of our process, timeline, and fees.
