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What We Do

Wealth Services

We strive to address the unique needs of our clients and provide a full array of personal and business financial services, with fee-based planning as the core of our practice.

Financial Organization

Coordination


Cash Flow Management, Detailed Spending Analysis and Surplus Optimization.

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Retirement Planning

Financial Freedom


Probability Analysis, Income Distribution Planning and Advanced Scenario Modeling.

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Investment Planning

Savings


Determine Risk Profile, Detailed Asset Allocation, Asset Location Analysis and Tax Loss Harvesting.

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Risk Management

Insurance


Current Insurance Portfolio Review, Protect Against Disruptions to Financial Goals and Disability Insurance.

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Education Funding Strategies

Family


Tax Efficient Funding Strategies and Specific School Expense Analysis.

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Debt Repayment

Management


Debt Consolidation & Restructuring, Address Competing Priorities and Optimal Payoff Strategies.

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Estate Planning

Legacy


Family Goals, Coordination of Documents, Education and 3rd Party Professional Coordination.

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Tax Strategies

Efficiency


General Education on Taxes, Tax Mitigation Strategies and Facilitate Communication with CPA.

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Financial Organization

The foundation of any financial plan is having clarity and an understanding of your cash inflows and outflows (very simply – what comes in and what goes out) and quantifying your available resources. We’ll work in concert with you to create a spending strategy, optimize debt repayment, and determine the most efficient use of any ‘surplus’ dollars to accomplish your goals.

Debt Repayment

The majority of our clients have graduate degrees, which often comes with big piles of student debt, at an uncomfortably high interest rate. We will help you determine the appropriate repayment strategy, while ensuring there are still adequate resources remaining each month to address your other competing priorities in life, such as buying a home, starting a family, and saving for the future.

Education Funding Strategies

To many of our clients, ensuring the children in their life have the opportunity to attend college without having to take on a large amount of student debt is a high priority. Steadily increasing college costs create a need to save more in this area, which creates a challenge in balancing this objective along with everything else. We help clients determine what this balance should look like in the future to achieve their goal, and educate them on the different vehicles available to efficiently fund this important objective.

Retirement Planning

Planning for a comfortable retirement doesn’t happen overnight. Whether it’s far away or on the horizon, all significant financial decisions made today will have an immediate impact on the resources available to save for this objective. Our team will help evaluate how you’re currently positioned for retirement, and help to optimize your resources to increase progress towards the retirement you want.

Investment Planning

We will take the time to ensure we understand your investment objectives and comfort with investment risk, allowing us to provide you with insights into your current investment allocation and strategy, and make recommendations that suit you and your personal objectives. In addition to asset allocation (how your assets are distributed across different areas of the market), we pay close attention to the expenses of the investments you own. How much you pay for your investments, and their taxation, will have an impact on your returns over time.

Risk Management

Life can change in the blink of an eye. Whether you’re just starting your career, starting a family, or ready to retire, managing the risks that could disrupt your financial goals and threaten your assets is a key component of a solid financial plan. We will review your existing insurance portfolio and identify any opportunities to help optimize coverage and cost efficiency. In addition, our team of professionals will work together to determine whether other risk management strategies make sense to protect you.

Estate Planning

Estate planning is about more than just taxes – it’s about ensuring your family is taken care of after you’re gone according to your wishes and objectives. Our estate planning process involves first understanding your goals for your family and community. Next, we will help to identify those estate planning strategies that you can put in place to achieve those goals. Our estate planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

Tax Strategies

When it comes to investing, there are only three things we can control – taxes, fees, and behavior. Our team will help you think and act strategically with your financial decisions, allowing us to mitigate your overall tax exposure and maximize your tax efficiency over the long-term. We collaborate on your specific tax needs to develop and implement appropriate investment and planning strategies.

Marathon Financial employees are not authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.

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