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.
Who we work with
The following life stages often resonate with Marathon Financial Strategies clients.
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.
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.
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.