WITH YOU FOR THE LONG RUNTM

You deserve someone who will go the extra mile for you. With our champion-level planning, we assess your current position and map out your path to success so you can create a retirement worth celebrating!

Go The Distance

Retirement PlanTM

You deserve a retirement with endless possibilities. We’ll be by your side every step of the way.

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!

A Path along the beach in Southern California

Our Process

protection with Marathon Group Financial

Safety First

We ensure a portion of your assets are protected from market risk to secure enough guaranteed income to last your lifetime.

safe money retirement solutions

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.

safe haven for retirement money

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 30 years of experience advocating for retirees. She chose our company name because she believes in working with clients for the long run. Financial planning for retirement is, indeed, a marathon, 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. 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 be presented with every available option so we can create the best fit for you.

We love getting to know our clients! We host engaging events, like our Annual BBQ, to show our appreciation. We want you to feel confident in retirement and know that we are here for you, no matter the situation.

Know Your Options​

Many retirees want to protect a portion of their accounts from the downs in the market. We work with top-rated insurance companies to offer annuity and life insurance options designed to help you protect your retirement savings. Our team will help you determine which options are right for you. Your financial planning for retirement should be simple and help you reach your goals.

Retirement Strategies Educational Seminars

We offer free in-person and online educational sessions to help you learn about your options. We review different ways to protect your retirement nest egg while allowing reasonable account growth. Plus, you get a complimentary meal!

Registrations are limited, so contact us to reserve your space.

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