Any athletic endeavor involves rigorous training in order to prepare for the demands of the challenge. Running in particular demands different types of preparation for different types of races. Sprints rely heavily on short-term bursts of speed, whereas marathons rely heavily on pace and sustainability.
Anyone managing his/her own finances knows that his/her financial outlook is likened more to a marathon than to a sprint. Here at Marathon Financial Services we help people prepare for their fiscal marathon. Whether you want to travel the globe during your retirement or you want to save money for a child's education, planning for the long run is essential.
Anyone managing his/her own finances knows that his/her financial outlook is likened more to a marathon than to a sprint. Here at Marathon Financial Services we help people prepare for their fiscal marathon. Whether you want to travel the globe during your retirement or you want to save money for a child's education, planning for the long run is essential.
Services
Paul founded Marathon Financial Services to help clients reach for their long term goals. As he became more involved with running, it became obvious to him how similar his profession was with his passion as both take preparation, training and perseverance. With his background in financial planning, community service and coaching, Paul has a wealth of experience that enables him to assist individuals and small business owners.
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.
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.
Learn about the importance of tax & income planning and why you should develop a financial strategy to get the most out of your golden years.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Reviews
Be the first to review Marathon Financial Services.
Write a Review
