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Home | Our Founder | Lifestyle Planning | Financial Services | Resources | Corporate Services | Contact Us | FINRA | SIPC Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Joe Leuchtman, Representative. Marathon Financial Planning is not affiliated with the Securities America companies. Marathon Financial Planning is not permitted to give legal or tax advice. Securities America and its advisors do not offer tax or legal services these services are offered in conjunction with qualified professionals. This website is neither an offer to buy nor a solicitation to sell securities. Representative is licensed to offer securities in the following states Missouri, Illinois, New Jersey and North Carolina. Representative is licensed to offer insurance in the following states Missouri and Illinois. Marathon Financial Service, and the Securities America companies are not affiliated with RPAG. Securities America and Marathon Financial Services do not offer tax, legal, or ERISA compliance consulting, please work with a qualified ERISA attorney to help determine compliance with ERISA regulations. |
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, Marathon Financial Planning not only takes into consideration your financial needs and goals, but also addresses strategies to protect 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.