Financial Services

Rather than planning for retirement, plan for the lifestyle you want for the post-working years. The financial professionals at Marathon Financial Planning believe in taking a comprehensive approach to lifestyle planning. I can assist you with defining your objectives for the post-working years, and creating a comprehensive plan to help you to work towards obtaining your financial goals. 

Investing For Retirement

Growing assets is like running a marathon. Set a steady pace to help you make it to the end of the race. Using appropriate investment strategies and products to build a diversified portfolio, the financial professionals at Marathon Financial Planning can assist you with wealth accumulation strategies to help you cross the finish line to your post-working years.

Planning for the Transition into Retirement

One of the biggest concerns retirees face is the possibility of outliving their life savings. The financial professionals at Marathon Financial Planning can assist you with planning for the transition to retirement and strategize on how to position your life savings so it lasts the duration of your lifetime.  The financial professionals at Marathon Financial Planning can assist you with 72(t), Required Minimum Distributions analysis, capital accumulation analysis, IRA breakeven analysis, lump sum distribution analysis, pension dimensions, retirement plan illustration, retirement capital illustration, cost of waiting long-term care and more.

Transitioning into Retirement 

Losing money due to unnecessary fees, penalties and avoidable taxes when transitioning your accounts for retirement can be a costly reality if you don’t know how to properly do so. The financial professionals at Marathon Financial Planning can help you efficiently transfer your accounts for retirement and oversee your retirement income plan progress, make adjustments based on your retirement needs and goals and work to ensure you stay on track. Marathon Financial Planning can assist you with 72(t) Options, Required Minimum Distributions, retirement account rollover, Roth conversion and recharacterization, pension versus lump sum, lump sum distribution or IRA rollover, pension dimensions, inflation protection and more.

Saving For Retirement

Continued saving is essential in order for your wealth to work for you in retirement. Building your next egg is also like running a long-distance race. Unlike a sprint where you would try and save as much as you can as fast as you can, you need to pace yourself and accumulate your savings at a consistent speed to be able to meet your needs of today and endure the long road ahead to tomorrow.

Investing During Retirement

Fluctuations in the market have instilled fear in many investors. The financial professionals at Marathon Financial Planning can work towards putting you on a course that will steer you away from unnecessary financial hurdles, strengthen your assets and build up your portfolio’s resistance to market fluctuations so you can be victorious in your financial marathon.

Risk Management

Before making any major financial decision it is important to weigh the positives and negatives of that choice. When investing for the future, the financial professionals at Marathon Financial Planning help clients become more aware of the relationship between risk and return and work to help them protect their assets from market loss due to risky investment choices. The financial professionals at Marathon Financial Planning believe in creating an investment strategy specific to each individual’s risk tolerance, retirement target date and financial goals.

Tax Reduction

Taxes can leave you behind in the race to retirement, but the financial professionals at Marathon Financial Planning can work with a tax professional to offer tax reduction recommendations to help you stay ahead and minimize the effect taxes have on your retirement savings today and for the long run.

Inflation Protection

The buying power of your savings can diminish over the years due to inflation. In order to combat inflation, the financial professionals at Marathon Financial Planning can assist you in creating and integrating an inflation protection plan into your overall financial strategy, giving you confidence that you will be able to maintain the lifestyle you planned for your post-working years.

Retirement Income Planning

Ensuring your retirement savings will last throughout your post-working years is essential to being financially fit. The financial professionals at Marathon Financial Planning can assist you with creating an estimate on how much money you will need to have saved for retirement and help you structure how to efficiently withdraw from your retirement savings accounts. The financial professionals at Marathon Financial Planning want you to be able to enjoy the lifestyle you planned for the post-working years and be confident that it will last.

Insurance

When the unexpected happens and you’re unprepared, your finances can suffer a huge defeat. The financial professionals at Marathon Financial Planning offer insurance strategies and analysis and provide insight on how disability, life and long-term care insurance can help protect you from a major set back and keep you on track to the golden years. The financial professionals at Marathon Financial Planning want to help you protect your family and preserve your assets throughout the retirement race and beyond.

Estate Planning

Estate planning can sometimes be a difficult task, however it’s a necessary one. When the race is over, you will need a estate plan in place that will not only declare your final wishes, but also protect your assets and loved ones from avoidable taxes and costly legal proceedings. The financial professionals at Marathon Financial Planning can assist you by working with an estate planning attorney to ensure your estate, in its entirety, is accounted for and will be handled as you desired.

Get in Touch

Need some personalized advice?

To take your next step towards obtaining financial fitness, call (314) 259-1094.

Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities businesses with residents of the following states: Missouri, Illinois, and Oregon.

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