Financial Planning Services
Your financial journey is our top priority
At Marathon Group Financial, we will work with you to develop a plan that safeguards your retirement, embraces smart investment strategies, and provides you with reliable financial security. Our services include Retirement Planning, Wealth Management, Life insurance, and Annuities. We integrate all aspects of your retirement strategy into our Go The Distance Retirement PlanTM.
We look forward to getting to know you and addressing any financial planning questions you may have.
Retirement Planning
We are retirement planning specialists dedicated to your financial future. We meticulously review all your retirement accounts and evaluate your income plan and needs. We discuss various options designed to protect your lifetime income and provide you with the peace of mind you desire. The right blend of strategic planning and custom-fit financial products will help you achieve the protection you seek as well as the potential for a favorable rate of return.
Marathon’s Philosophy:
Our Founder, Lisa Brumfield, is a retirement planning specialist who listens to her clients and works hard to ensure that their well-earned money is protected. At Marathon Group Financial, we feel deeply connected to our clients and their goals. Your future is worth investing in. Let us guide you towards a secure and prosperous retirement.
Wealth Management
Our approach to wealth management is not just about managing your investments. We take a holistic approach, walking you through all your options and investment risks, creating an understanding that is vital to your future. With us, you can feel secure and well-informed about your decisions.
Marathon’s Philosophy:
Lisa’s motivation to work in financial services began with her love of helping people. We want you to have money available for the rest of your lifetime. That’s why we’re With You For The Long RunTM.
Unlike some firms, which take a ‘set it and forget it’ approach, we at Marathon Group Financial believe in proactive wealth management. We keep you updated on your account’s progress, ensuring you’re always in the loop.
A Quick word about Financial Licenses:
A key component of our wealth management process is having a licensed professional guide you through potential risks. Lisa Brumfield has a Series 65 financial license, meaning that, as a fiduciary, she is bound to put the interests of her clients first and foremost in every circumstance.
Lisa wouldn’t have it any other way. Every client should receive the highest level of service and attention.
Unfortunately, not all financial advisors carry the same license, requiring them to put the client’s best interests first. Some are only required to recommend ‘suitable‘ products. At Marathon Group Financial, suitable is not in our vocabulary. We go above and beyond to deliver the best wealth management possible for our clients.
Annuities
An annuity provides fixed, regular payments and may be a good option for retirement income. An annuity is more like an agreement than an investment.
For some retirees, Fixed Index Annuities (FIAs) are the best annuity plan. FIAs are insurance policies that may also give potential gains through an index (without being invested in the stock market). An annuity, like an FIA, may offer a reasonable rate of return. In addition, FIAs protect the initial money you put into them. So, if the market is down, your money will not drop due to the market.
Marathon’s Philosophy:
We believe in long-term relationships with our clients. To that end, we focus on educating retirees about their retirement choices. When it comes to protecting your savings, FIAs may serve as a foundational piece in your overall retirement plan. Marathon Group Financial works solely with top-notch insurance and financial companies that issue quality FIAs.
Life Insurance
Life insurance products can help retirees in various ways. Properly structured Indexed Universal Life Insurance (IUL) income can provide a tax advantage for many retirees. Furthermore, IULs can function as another place for retirees to place their money once they have maxed out their retirement contributions. Life insurance may also be important when it comes to legacy planning.
Marathon’s Philosophy:
We’re here to help you plan for your whole life. We know how critical it is to tailor financial products to each individual client. If life insurance, including IULs, is a good fit for your retirement situation, we’ll help you put that plan in motion.
Choose Marathon Group Financial
We love helping clients create the plans that get them to their long-term goals. Depending on your needs, that plan may include investments and insurance products. We will help you build a plant that’s right for you.
Who do you want with you for the long run?