Working Years

Accumulation Stage of the Race

During the working years, or the accumulation stage of life, you have time on your side. However, it is important that during this time you accumulate wealth as well as manage what you have. The financial professionals at Marathon Financial Planning can assist you with evaluating and selecting investment strategies and models within a 401(K), IRA or other employer sponsored retirement plans as well as create a portfolio design to pursue your financial objectives, risk tolerance and timeline to the post-working years.

Strategies to consider for the working years and accumulation stage of the race include:

  • Retirement savings account evaluation, selection and management
  • Investment portfolio development and management
  • Risk tolerance evaluation and adjustment of investment strategy
  • Retirement goal date and calculation of needed retirement savings

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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