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What are your goals? Would you like to save for a child’s education? Do you want to retire to Florida with comfort? Do you simply want to increase the growth of your portfolio? Are you a business looking for consultation and management of employee 401(k) plans? Though all of these goals are different, they are all important. Here at Marathon Financial Services, we provide a broad range of services that may help you reach your goals.

What does Marathon Financial Services do?

  • Planning for retirement, investments, education, estates, charitable and family legacies and other long-term financial goals.
  • Asset management and monitoring to help clients take the actions needed to move toward their goals.
  • Retirement plans for businesses and organizations.

What makes Marathon Financial Services unique?
Part of our uniqueness is our independence as a small business. Marathon Financial Services Representatives:

  • Offer customized solutions from many providers
  • Are not required to meet sales goals
  • Are not limited to proprietary products

This uniqueness allows us to provide the highest quality service without pressuring clients into something with which they are not comfortable. We hold the client’s best interest as the highest value. Our focus is on long-term goals. We always want to start with goals and design plans of action to help clients meet those goals. From this baseline, we are able to effectively monitor progress.

Marathon Financial Services works with:

  • Individuals/Families
  • Small Businesses and Their Owners
  • School Systems
  • Non-Profit Organizations

Marathon Financial Services clients/prospects hot buttons include…

  • Most clients would prefer to focus their attention on things other than investments and retirement plans.
  • Many prospects are unsure if their present portfolio and actions will be adequate to meet their goals.
  • All want a financial advisor who will give objective advice.
  • Those approaching or dealing with a “life-changing” event (new business, marriage, new children, job change, retirement) are most often in need of our planning and management services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired—or approaching retirement—please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial wellbeing.

Financial Planning

Portfolio Management

Retirement Planning

401(k) Planning

403(b) Planning

College Planning

Estate Planning

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Account Types

Traditional IRA

Roth IRA


Simple IRA





For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  330-673-6300