Marathon Group Financial believes first in developing relationships with our clients. Our "people-first" approach means we listen, and we work with you to reach your goals. In addition, we don't take a one-size-fits-all approach. In fact, we educate our clients on ways to protect their retirement savings as well as options for potential growth.
Indeed, you should to feel good about your future. One of the biggest worries retirees have is "will I have enough money to last"? Fortunately, there are strategies to help secure your hard-earned savings. Also, proper financial planning for retirement can help you learn about your many options. To help you learn about some of these strategies, we offer complimentary educational sessions.
Indeed, you should to feel good about your future. One of the biggest worries retirees have is "will I have enough money to last"? Fortunately, there are strategies to help secure your hard-earned savings. Also, proper financial planning for retirement can help you learn about your many options. To help you learn about some of these strategies, we offer complimentary educational sessions.
Services
Whether you need assistance with retirement planning, have questions about your insurance policies, or are looking for additional retirement strategies, we are here to help. With over 30 years of experience in the industry, we work hard for each and every one of our clients. Some advisors won't take clients unless they have a certain dollar amount in assets.
Planning for your retirement future takes careful thought. Indeed, there are many factors that must be taken into account. That's why using a retirement planning specialist can help. For example, healthcare costs have been rising for several years. In addition, the cost of living has also gone up and continues to do so.
You work and you save for years. Now, it's time to have that money work for you. When you are just 5-10 years away from your golden years, it's time for retirement income strategies. Often, clients want to make sure the money they have will last their whole lives. One key to successful income planning in retirement is to have a respectful advisor who can help you in the long run.
Each month, Marathon Group Financial provides complimentary educational retirement sessions, available on-line or in-person. At these events, attendees receive a delicious meal (or, a gift card if attending online) while they listen to an informative and fun retirement education session. Topics vary from event to event, so be sure to reach out to us and find out what's coming up next!
An annuity provides the option of fixed regular payments. In terms of retirement income, an annuity may be a good option for some people. So, what is the best annuity plan for retirement? First, let's look at what an annuity is (and, is not). Fixed index annuities (FIA's) are not invested in the stock market.
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