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 advisory offered through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Joseph Leuchtmann, Investment Advisor Representative.

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

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