Lifestyle Planning

At Marathon Financial Planning, we believe that rather than planning for retirement, you plan for the lifestyle you want during your post-working years. When creating a lifestyle plan, the financial professionals at Marathon Financial Planning not only take into consideration your financial needs and goals, but also address strategies to manage your finances against potential financial hurdles. Such hurdles include unnecessary exposure to market volatility, lack of an income plan to last the duration of the post-working years, potential increases in taxes during the post working years, protection from inflation, and more. Our comprehensive approach will walk you through each stage of the financial race including wealth accumulation, preservation and distribution before, during and after retirement.

Let us create a lifestyle plan to help you cross the finish line to your post-working years in record time.

To take your next step towards obtaining financial fitness, call (314) 259-1094.