General Info

Welcome to the family! Thank you for visiting our website and taking the time to get to know Marathon Financial Planning. As you become familiar with the company, our processes and services, we hope you will choose us for your investment, retirement and consultative estate planning needs. I'm a marathon runner with 118,000 miles under my feet. It wasn't until I got into this profession when I realized the parallels between training for and running a marathon and the strategies behind accumulating and distributing wealth during the retirement years. I hope my running analogies throughout the website will help simplify financial concepts, strategies and help to shed light on your personal financial situation.