Financial Planning

Whether you buy into the Benjamin Franklin philosophy of planning:

“By failing to prepare, you’re preparing to fail.”
– Benjamin Franklin

Or the Mike Tyson philosophy:

“Everybody has a plan until they get punched in the face.”
– Mike Tyson

Marathon Wealth Partners, Inc. uses a powerful, goal-based planning software to let clients know where they are and what it will take to get them where they want to be without a single punch to the face. Once the plan is in place, it is monitored on an ongoing basis. Open lines of communication ensure that when “life happens” and changes and/or adjustments need to be made they are.

To complement our expertise in financial planning, we have strategic partnerships with tax and estate planning specialist.