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Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Rather than planning for retirement, plan for the lifestyle you want for the post-working years. Let Us Help Plan Your Future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Rather than planning for retirement, plan for the lifestyle you want for the post-working years. Im a marath...

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Home | Marathon Financial Planning | marathonfinancialplanning.com Reviews

https://marathonfinancialplanning.com

Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Rather than planning for retirement, plan for the lifestyle you want for the post-working years. Let Us Help Plan Your Future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Rather than planning for retirement, plan for the lifestyle you want for the post-working years. Im a marath...

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Resources | Marathon Financial Planning

http://www.marathonfinancialplanning.com/resources

Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Here are some useful resources to help you:. The Wall Street Journal. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. Need some personalized advice? To take your next step towards obtaining financial fitness, call (314) 259-1094. 16 West Drive, Chesterfield, Missouri 63017. 314-259-1094 joseph.leuchtmann@lpl.com.

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The Transition | Marathon Financial Planning

http://www.marathonfinancialplanning.com/transition

Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Working Years to Retirement. Strategies to consider for transitioning to retirement include:. Retirement savings account rollover and management. Investment plan development and portfolio reallocation to reduce risks and preserve savings. Ongoing management based on your risk tolerance and goal retirement date. Need some personalized advice? To take your next step towards obtaining financial fitness, call (314) 259-1094.

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Events | Marathon Financial Planning

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Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Check back soon for upcoming events. Need some personalized advice? To take your next step towards obtaining financial fitness, call (314) 259-1094. 16 West Drive, Chesterfield, Missouri 63017. 314-259-1094 joseph.leuchtmann@lpl.com. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA.

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Working Years | Marathon Financial Planning

http://www.marathonfinancialplanning.com/working-years

Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Accumulation Stage of the Race. Strategies to consider for the working years and accumulation stage of the race include:. Retirement savings account evaluation, selection and management. Investment portfolio development and management. Risk tolerance evaluation and adjustment of investment strategy. Retirement goal date and calculation of needed retirement savings. Need some personalized advice? Passing on a Legacy.

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Market Commentary | Marathon Financial Planning

http://www.marathonfinancialplanning.com/market-commentary

Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Need some personalized advice? To take your next step towards obtaining financial fitness, call (314) 259-1094. 16 West Drive, Chesterfield, Missouri 63017. 314-259-1094 joseph.leuchtmann@lpl.com. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA.

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Home | Marathon Financial Planning

Get a free portfolio analysis. Passing on a Legacy. Preparing for the Unexpected. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Rather than planning for retirement, plan for the lifestyle you want for the post-working years. Let Us Help Plan Your Future. Our foundation is built on fostering a long-term and meaningful relationship with you for life. Rather than planning for retirement, plan for the lifestyle you want for the post-working years. Im a marath...

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It's a Long Road and We Are Here To Help! Helping you meet your Financial Goals! Success comes from teamwork. And when people work together with complementing attributes, the sum is better than its parts. Welcome to Marathon Financial Advisors, Inc. We are a dynamic financial advisory firm, located in East Syracuse, New York with a focus on 3 financial universes: Investments, Employee Benefits and Insurance Matters. After all, an educated, informed decision is the best decision! Estate Planning, Trusts, ...

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