Marathon Wealth & Protection Strategies

10/09/2026

Maybe something to use as we head into the weekend...Enjoy!

In the study of the science of human connection, these five phrases work like a charm.

10/06/2026

Are you still managing your household assets on your own? Do you feel overwhelmed on where you are or where you are headed? Are you possibly looking for a new firm? Want a team behind you? If any of these fit your situation, give us a call! Set up your free no obligation consultation today!

Handing the financial reins to somebody else can teach you a lot about your blind spots.

10/02/2026

Most people know how much they've saved for retirement.

Fewer know how those investments work with the rest of their financial plan.

Sometimes the biggest opportunity isn't opening another account, it's connecting the ones
you already have.

10/01/2026

Many investors regularly review their investment accounts.

Few review how all of those accounts work together.

Comprehensive planning means looking at the whole picture, not just individual pieces.

09/24/2026

Does this "tool" fit in your plan to achieve your financial goals? Would you like to see if it may fit into your financial plan? We can help! Unlike Fisher Investments, we feel these "tools' play an important role in achieving financial security and taking out the doubt in SOME individual's plans. Set up a free no obligation consultation to see if one of these tools should be discussed in YOUR plan!

Annuities are often a polarizing retirement topic. Determine if they are right for you, and how they may fit into your own plan.

09/22/2026

An emergency fund is smart. Years of extra cash just sitting there might be costing you more than you think.

We're breaking down how to know if you're holding too much cash, and what to do about it. Take a look and see where you stand.

Read the blog: https://marathonwps.com/blog/too-much-cash

09/14/2026

Do you have a game plan when the market turns volatile? Do you have an advisor who is keeping you updated on market conditions and expectations? Do you have an advisor that will take your call when you have concerns? These are things we do at Marathon Wealth & Protections Strategies! Set up your free no obligation consultation today and see how our advisors will be there for YOU!

Find out more

09/09/2026

Are you thinking about retiring in the next 5-10 years? If so, have you explored these options with a Financial Planner? Would you like to know how your financial picture would look if you were to change just one of these situations? WE CAN HELP! Let our team help guide and run the number for YOUR individual retirement plan and see how one or more of these changes can influence YOUR plan! Set up your free no obligation consultation today!

The closer you are to retirement the hard it will be to recover from costly financial mistakes. From Medicare to taxes to investing, retirement planning is complex.

09/09/2026

Your kids. Your parents. Your siblings. The people who'll face major financial decisions
someday, and may not know where to turn.

We offer a complimentary Marathon Family Call for our clients' families so they have a trusted name to call when the time comes.

No agenda. No sales pitch. Just an introduction and an open door.

If you're a client, reach out and we'll set it up. If you're not a client yet, let's change that.

(719) 265-7074 | marathonwps.com