Our Services

Smart Solutions for Every Stage of Life

At Marathon Financial, we believe that implementing, monitoring, and adjusting a plan with attention to detail is what truly sets us apart.

We provide a full spectrum of strategies, support, and sound guidance along the way. Our aim is to equip you with the knowledge needed to confidently navigate your investments, financial planning, insurance, and estate decisions.

Our Process

Financial Planning

At Marathon Financial, we will develop a comprehensive long-term plan so you can pursue your goals and a secure financial future. Financial planning is an evergreen process and our team will be by your side to help navigate any challenges that arise for you and your family.

We start by reviewing your financial information, risk tolerance, and short and long-term financial goals. We will assess your investments, insurance policies, and tax strategies and look for areas of opportunity.

A detailed action plan specific to your goals and circumstances is implemented and we monitor the financial plan on an ongoing basis to help you attain financial success.

Our History

Investment Management

As an independent wealth management firm, we have access to a diverse selection of investment vehicles designed to meet varying client needs, including mutual funds, exchange-traded funds, individual stocks and bonds, annuities, and alternative investments.

We carefully observe fluctuations in the markets, closely follow the global economic landscape, and stay attuned to shifts in tax laws. Our ongoing research allows us to craft investment strategies that align with your goals and risk tolerance.

We continuously monitor your portfolio, making necessary adjustments in response to market dynamics or changes in underlying investments. We regularly engage with you to address any evolving life circumstances or needs that arise.

Our Process

Insurance Planning

Life insurance is a hedge against one’s inevitable death and delivers money when it is most needed. It can also be a vehicle to accumulate money to be used during your lifetime. There are numerous types of policies and many variations. At Marathon Financial, we’ll help you determine the right fit for your needs.

Our History

Estate Planning

Estate planning begins with an examination of your personal objectives and the preparation of legal documents to direct the disposition of property during life and upon death.

At Marathon Financial, we believe its never too early to start thinking about your estate and your legacy. Whether you want to provide support for loved ones or create a program to aid charities and organizations, we’ll help you plan for the smooth transition of your assets in accordance with your wishes.

Clarity, Confidence, Leadership

We’ll define your clear path forward with trusted advice and guide you through the process. Let’s get started today.

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