(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

Tax & Long Term Care April 30th at 6pm

Ruth’s Chirs Steak House

11582 El Camino Real, Del Mar CA 92130

Check-in is at 5:45pm

Client Name *

First

Last

Email *

Phone *

Spouse/Guest First Name

First

Last

Email

Search for:

(800) 366-0319
Info@MarathonGroupFinancial.com

Site Map

Licenses

MG Financial & Insurance Solutions, Inc. dba Marathon Group Financial, CA Ins Lic# OK42939

Lisa Brumfield CA Ins Lic #0820814

Useful Links

Retirement Planning
Annuities
Life Insurance
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

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. dba Marathon Group Financial, CA Insurance License #OK42939, and Lisa Brumfield, CA Insurance License #0820814.

PRIVACY POLICY
ADV2A
CRS
TERMS OF SERVICE

Scroll to Top