Financial Planning Services for the Longterm

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.

Retirement strategies

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.

Strategic Tax

Retirement-Focused Professionals

Individuals seeking an enhanced planning relationship can benefit from our services focused on portfolio optimization, tax-efficient allocations, asset preservation, and customized retirement strategies.
Distribution strategies

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.

WE’RE ON A JOURNEY

Tailored Approaches to Pursue Your Financial Goals

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.

Get your questions
answered

Evaluate answers to frequently asked questions about working together.

Schedule an
introductory meeting

Discuss your current situation and make an informed decision about working together.