Skip to content

(800) 366-0319

info@MarathonGroupFinancial.com

Home
Services
- services template
  Retirement Planning
  
  Retirement Income Strategies
  
  Join us at a Dinner Seminar
  
  Annuities
  
  Annuity Income
  
  How Annuities Work
  
  How Annuities are Taxed
  
  Understanding Annuities
  
  Are Fixed Annuities Good?
  
  Guaranteed Income Annuity
  
  Wealth Manangement
  
  Life Insurance
  
  What is an IUL
  
  Life Insurance in Retirement
  
  Tax-Free Retirement
About
Giving Back
News
Contact
Client Portal
Client Portal

Dinner Seminar

By Marathon Group Financial / May 25, 2021

You need to be logged in to view this content. Please Log In. Not a Member? Join Us

Post navigation

← Previous Event

Search for:

Recent Posts

Retirement Paycheck
Social Security and Working In Retirement
Back to Basics
Limits on Deductibility
Financial Stability

Archives

Categories

401K
All
annuities
COVID 19
Financial Blog
Health Insurance
Important Updates
Life Insurance
Retirement
Social Security
Taxes / Tax Laws
Uncategorized

(800) 366-0319
Info@MarathonGroupFinancial.com

Licenses

Marathon Group Financial, Inc. dba MG Financial & Insurance Solutions CA Ins Lic# 0K42939

Lisa Brumfield CA Ins Lic #0820814

Useful Links

Retirement Planning
Annuities
Life Insurance
Wealth Management
About
Giving Back
News
Contact Us

24641 Washington Ave.
Murrieta, CA 92562

100 E. San Marcos Blvd., Ste. 400
San Marcos, CA 92069

12526 High Bluff Dr., Suite 300
San Diego, CA 92130

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

Lisa Brumfield, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. GWM and Marathon Group Financial Inc, are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by, MG Financial & Insurance Solutions Inc, CA Insurance Agency #OK42939, and Lisa Brumfield, CA Insurance License #0820814.

PRIVACY POLICY
ADV2A
CRS

Copyright © 2024 Marathon Group Financial

Scroll to Top