Know Your Numbers
Understand exactly where you stand financially.
Your Retirement
Your Rules
Strategic guidance built around your goals, your timeline, and your financial future.
Proudly Serving The Temecula Valley and North San Diego Region Since 1991
What’s Your Wealth Score?
In two minutes, evaluate how your financial strategy performs across the five pillars of the Marathon Group Financial wealth strategy.
At the end of the assessment, you’ll be asked to provide your email so we can send you your score and results.
Navigate
Risk
Ensure your strategy can handle market shifts and life changes.
Efficient Tax Strategy
Structure your wealth to keep more of what you’ve worked hard to build.
Portfolio Optimization
Align your investments with your goals while managing unnecessary risk.
Plan Your Legacy
Make sure your wealth supports the people and causes you care about.
5 questions · Takes less than 2 minutes
Analyzing Your Marathon Group Financial Wealth Strategy
We’re evaluating how your financial strategy performs across the five pillars of the Marathon Group Financial framework.
- Reviewing your financial position
- Assessing your risk readiness
- Evaluating tax efficiency opportunities
- Analyzing portfolio alignment
- Mapping your long-term legacy strategy
Meet Lisa Brumfield
Founder & CEO
With more than 34 years of experience helping individuals and families prepare for a confident retirement, Lisa Brumfield is the founder and CEO of Marathon Financial Group, an insurance-licensed entity, and a Fiduciary Advisor and founder of Marathon Wealth Management. She focuses on retirement income planning, wealth management, and personalized financial strategies designed to protect what clients have worked so hard to build. Known for her educational approach and commitment to long-term relationships, Lisa empowers clients to make informed financial decisions with confidence. She is also an active community leader, national speaker, and member of the Board of Directors for the Crohn’s & Colitis Foundation.
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Insurance products and services are offered by Marathon Group Financial DBA MG Financial & Insurance Solutions CA Insurance Lic. # 0K42939, and Lisa Brumfield CA Insurance Lic. # 0820814. Lisa Brumfield is also an Investment Advisory Representative, and offers advisory services as Marathon Group Wealth Management which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser.