Lifestyle Planning

At Marathon Financial Planning, we believe that rather than planning for retirement, you plan for the lifestyle you want during your post-working years. When creating a lifestyle plan, the financial professionals at Marathon Financial Planning not only take into consideration your financial needs and goals, but also address strategies to manage your finances against potential financial hurdles.  Such hurdles include unnecessary exposure to market volatility, lack of an income plan to last the duration of the post-working years, potential increases in taxes during the post working years, protection from inflation, and more. Our comprehensive approach will walk you through each stage of the financial race including wealth accumulation, preservation and distribution before, during and after retirement.

Let us create a lifestyle plan to help you cross the finish line to your post-working years in record time.

Get in Touch

Need some personalized advice?

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

Securities and advisory offered through Cetera Advisor Networks LLC, a Registered Investment Advisor.

Member FINRA/SIPC, Joseph Leuchtmann, Investment Advisor Representative.

Marathon Financial Planning and Cetera Advisor Networks LLC companies are unaffiliated.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com

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