Marathon Wealth & Protection Strategies
Financial Services - Colorado Springs, Colorado, United States
Marathon Wealth & Protection Strategies Employees
Marathon Wealth & Protection Strategies Details
Our firm is a full-service financial planning and advisory firm focused on individuals and small businesses. We serve clients of all ages who are planning for retirement, already in retirement, or working toward other financial milestones. Our team of advisors follow fiduciary standards, and offer a wide variety of comprehensive financial services, including; retirement accumulation strategies, timing of filing for social security, lump sum investment strategies, paycheck replacement strategies, tax and legacy planning. We customize advice to each client, focusing on their goals and objectives as well as their attitude about money and its uses. It's our mission to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's specifically designed to address your individual situation.We are committed to building life-long relationships with our clients, making sure your financial plan is with you every step of the way. _________________________________________________________________________________𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘺 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘰𝘧𝘧𝘦𝘳𝘦𝘥 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘞𝘰𝘰𝘥𝘣𝘶𝘳𝘺 𝘍𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘚𝘦𝘳𝘷𝘪𝘤𝘦𝘴, 𝘐𝘯𝘤. (𝘞𝘍𝘚), 𝘮𝘦𝘮𝘣𝘦𝘳 𝘍𝘐𝘕𝘙𝘈/𝘚𝘐𝘗𝘊. 𝘞𝘍𝘚 𝘪𝘴 𝘴𝘦𝘱𝘢𝘳𝘢𝘵𝘦𝘭𝘺 𝘰𝘸𝘯𝘦𝘥 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘦𝘯𝘵𝘪𝘵𝘪𝘦𝘴 𝘢𝘯𝘥/𝘰𝘳 𝘮𝘢𝘳𝘬𝘦𝘵𝘪𝘯𝘨 𝘯𝘢𝘮𝘦𝘴, 𝘱𝘳𝘰𝘥𝘶𝘤𝘵𝘴 𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘳𝘦𝘧𝘦𝘳𝘦𝘯𝘤𝘦𝘥 𝘩𝘦𝘳𝘦 𝘢𝘳𝘦 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵 𝘰𝘧 𝘞𝘍𝘚. 𝘞𝘍𝘚 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘱𝘳𝘰𝘷𝘪𝘥𝘦 𝘵𝘢𝘹 𝘰𝘳 𝘭𝘦𝘨𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.
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