Marathon Group Financial

Marathon Group Financial prioritize "people-first" financial planning for retirement, guiding individuals towards a secure and confident retirement. With over three decades of experience, our founder, Lisa Brumfield, has honed our approach to financial planning, making us reliable partners in navigating your path to retirement.

Our Approach

Our philosophy revolves around building meaningful relationships with clients through open communication and understanding their individual needs. We depart from the one-size-fits-all approach, meticulously tailoring our strategies to each client's financial situation and aspirations. We achieve this through:

• Risk Management: Protecting some retirement savings from market downturns.
• Reasonable Rates of Return: Setting realistic expectations and helping achieve them.
• Clarity and Transparency: Presenting financial plans in understandable language.

Comprehensive Services

Our diverse services cater to all stages of your retirement journey, including:

Retirement Planning

• Comprehensive assessments of your financial situation.
• Tailored strategies for maximizing retirement accounts.
• Guidance on tax-efficient investments and withdrawals.

Retirement Income Strategies

• Exploring annuity options for guaranteed income in retirement.
• Evaluating life insurance policies for additional financial security.
• Strategies for protecting your retirement savings from market volatility.

Financial Education & Events

• Complimentary educational sessions covering various retirement planning aspects.
• Regular workshops and seminars to delve deeper into specific strategies.

Client-Focused Approach

We believe financial planning should be a collaborative process, involving open communication and shared goals. We actively listen to your concerns, aspirations, and unique circumstances. Our team is dedicated to building trust and providing personalized support every step of the way.

Let's Plan Your Retirement Together

Schedule a personalized consultation with Marathon Group Financial and discover a comprehensive approach to securing your financial future. We are committed to empowering you to make informed decisions and achieve a comfortable and prosperous retirement.