WITH YOU FOR THE LONG RUNTM
We treat retirement planning as a calling, not just a business. We’re committed to being by your side and engaging with you on financial decisions every step of the way. Let’s create a retirement worth celebrating!
Go The Distance
Retirement PlanTM
Retirement planning can feel overwhelming. That’s where we come in. We’ll lead you through our comprehensive and personalized approach – we call it our Go The Distance Retirement PlanTM.
STEP 1: READY
Together, we create your personalized financial roadmap, understanding where you are now and where you want to be.
STEP 2: SET
Thoughtful long-term strategies allow us to achieve and celebrate each milestone on your journey.
STEP 3: GO!
You’ve worked hard for years. Retirement is your time to shine!
How It Works
Safety First
We ensure a portion of your assets are protected from market risk to secure enough guaranteed income to last your lifetime.
Portfolio Audit
We develop strategies to reduce risk, overlap, and possible fees while maximizing your opportunity with “active” money management.
Taxes in Retirement
We create a personalized strategy to minimize the impact of taxes on your retirement income and legacy.
Legacy
Our thoughtful preparation and strategic tax planning ensures that your legacy reflects your values and protects your loved ones.
Ongoing Service
We provide constant education with our team via webinars and seminars, and make annual recommendations and improvements to your existing accounts.
Contact Us
We are excited to tell you how Marathon Group Financial Makes Retirement Planning Simple through Safe Money Retirement Solutions and Reasonable Rate of Return** in retirement.
Get to Know Us
Our founder, Lisa Brumfield, has over 34 years of experience advocating for retirees. She chose our company name because she believes retirement is a marathon, not a sprint. Lisa is passionate about being fully involved and actively engages with her clients.
On the retirement journey, you want a partner with you for everything that lies ahead. Lisa is truly with you for the long run – and so is the rest of our team!