Frequently Asked Questions
A: For most clients we use fee-based accounts that charge a small annual percentage, typically no more than 1.35%. When helping you pursue your personal financial goals, Marathon Financial Services has an incentive to help your investment grow. This keeps our focus in line with our clients’ interests.
A: No, we do not prepare tax returns. However, we do have contacts with many capable tax professionals and would be more than willing to help you find one to work with you.
A: Our goal is to understand clients’ long term financial goals and their tolerance for volatility in investments. This understanding helps us recommend a plan that fits their particular needs.
A: Yes. The majority of our clients are individuals and families. We offer a wide variety of financial planning services and tailor our work to an individual client’s needs in order to help them reach their financial goals. We also work with small businesses and non-profit organizations.
A: We offer the following services: 1) Planning for Retirement, Investments, Educational Costs, Estates, Charitable and Family Legacies and other long-term financial goals. 2) Asset management and monitoring to help clients take the actions needed to move toward their goals. 3) Retirement plans for businesses and organizations.
A: Our business is centered on helping clients reach their goals. We find that building a lasting relationship with a client and focusing on the pathways of long-term financial management, rather than short-term portfolio gains, provides a better chance to generate steady growth. These investments can then be monitored and adjusted to suit the client’s changing needs. Paul Organ, Registered Representative, has competed in and completed marathons and knows the dedication and discipline involved with such long-term tasks.