Post Working

Distribution Stage of the Race

After making the big transition into retirement and becoming accustomed to your new lifestyle, you must stay on top of your finances and work to ensure your saved monies have the endurance to last throughout your post-working years. The financial professionals at Marathon Financial Planning can assist you with regular evaluation and adjustment of your existing income (distribution) plan for the retirement years, or create one specific to your needs.

Strategies to consider for the distribution years of retirement include:

  • Tax planning and reduction on retirement income
  • Inflation protection
  • Retirement income plan creation and implementation
  • Regular evaluations of your plan to make sure your finances are performing as desired

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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