Tailored Wealth Management
Your choice for Financial Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Rather than planning for retirement, plan for the lifestyle you want for the post-working years.
Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
Build a retirement plan for employers and employees with Marathon Financial Planning.
" At Marathon Financial Planning we have a track record in helping individuals plan for and enjoy their post-working years. - Joseph Leuchtmann, CFP® and President Marathon Financial Planning "
Thank you for visiting our website and taking the time to get to know Marathon Financial Planning. As you become familiar with the company, our processes and services, we hope you will choose us for your investment, retirement and consultative estate planning needs.
I'm a marathon runner with 118,000 miles under my feet. It wasn't until I got into this profession when I realized the parallels between training for and running a marathon and the strategies behind accumulating and distributing wealth during the retirement years. I hope my running analogies throughout the website will help simplify financial concepts, strategies and help to shed light on your personal financial situation.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.