Financial Services
Rather than planning for retirement, plan for the lifestyle you want for the post-working years.
Resources
Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.
Corporate Services
Build a retirement plan for employers and employees with Marathon Financial Planning.
Welcome to the family!
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.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Where do you want your financial roadmap to take you?
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.