Marathon Group Financial


financial planning for retirement

Marathon Group Financial believes first in developing relationships with our clients. Our “people-first” approach means we listen, and we work with you to reach your goals. In addition, we don’t take a one-size-fits-all approach. In fact, we educate our clients on ways to protect their retirement savings as well as options for potential growth. Indeed, you should to feel good about your future. Our basic approach includes:

  1. Making sure some of your money is safe from market loss
  2. Helping you set reasonable rate of return expectations
  3. Keeping your financial planning for retirement easy to understand
protection with Marathon Group Financial

Choices for Protection

One of the biggest worries retirees have is “will I have enough money to last”? Fortunately, there are strategies to help secure your hard-earned savings. Also, proper financial planning for retirement can help you learn about your many options. To help you learn about some of these strategies, we offer complimentary educational sessions. In addition, you can reach out to schedule a one-on-one appointment with us.

The Retirement You Want Awaits

Want to learn about retirement options that protect you from drops in the market? Looking to attend one of our educational seminars?

About Marathon Group Financial

Our founder, Lisa Brumfield, has been an advocate for retirees for over 30 years. In fact, she chose our company name because she believes in being with clients for the long run. Financial planning for retirement is, indeed, a marathon and not a sprint. 

Why Marathon Group Financial?​

One of the most important parts of retirement is understanding what you have and how your money is working for you. In fact, having a good grasp of your retirement options is critical to your overall success. That’s why we offer education sessions and one-on-one consultations to retirees and pre-retirees. You deserve to have all your options available to you, and know the best choice for you.

In addition, Marathon Group Financial truly cares about our connection and relationships with our clients. With fun events such as our Annual Pig Roast and regular “bring a friend” events, our goal is to make sure clients feel how much we appreciate them. We want you to feel confident in retirement and know that we are here for you, no matter what the situation.

Know Your Options​

Many retirees may want to protect a portion of their account from the downs in the market. Therefore, we work with top-rated insurance companies to offer annuity and life insurance options. Some of these products are specifically designed to help you protect your retirement savings. Our team is here to help you determine which of these options may be right for you. Your financial planning for retirement should be simple and help you reach your goals.


Retirement Strategies Educational Seminars

Marathon Group Financial offers educational sessions to give you an opportunity to learn all about retirement options. Whether in person or online, we offer a complimentary meal to attendees and there is no registration fee. We review different ways to protect your retirement nest egg while creating the possibility of reasonable account growth. Both online and in-person, we have a limit of registrations per event. So, be sure to reach out to secure your space.


Providing "Safe"

Places For Retirement Savings
financial planners San Diego California

During working years, some people feel they can take more risk with their money. Investments in the stock market certainly have both ups and downs. However, once you are retired, you may be looking to keep your retirement principal in a more secure place. Strategies, therefore, may need to change to meet this new goal. To that end, we can work with you on ways to protect your money within your financial planning for retirement.

Reasonable Rates of Return

Are they possible?
financial planning in California

Many people think they must choose between protecting their money and earning any sort of return. However, depending upon the options you choose, this may not be the case. We work with clients to determine which life insurance, annuity, or other products may help provide them with protection of their principal. In addition, we can also look at your risk tolerance and overall portfolio. This can help us show you options for potential growth with a some of your money as well. Let’s talk about customized options for you.

Made Simple:

Financial Planning for Retirement
financial planning for retirement temecula

Here’s the good news: retirement planning doesn’t have to be complex. You shouldn’t need to spend time worrying about your money. So, that’s where our team comes in. We believe that retirees deserve to understand their options and have someone they can count on in their corner. For example, we respond quickly to any client’s questions. Also, if you don’t understand something, we take the time to explain it. Finally, we’re not a “set-it-and-forget-it” type of firm. Instead, we are absolutely here with you, for the whole marathon of life.

It's Time to think


We are here to help retirees understand where you are now, set a plan, and get it in motion. Our 30+ years of working with clients give us the advantage of understanding the industry and the products available. Our clients are part of our family. And, as our name suggests, we’re here for the long run.

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If you’re within the critical five years before or after retirement, you’re in the “fragile decade,” where economic uncertainty and market losses can hurt your retirement most.

The choices you make now will have a major impact on the comfort and security of your retirement.