How does the advisor help clients – Key Takeaways:
MARATHON RETIREMENT PLANNING is a trusted financial advisor that provides personalized and comprehensive retirement planning services to their clients. With years of experience and expertise in the field, they assist clients in achieving their financial goals and securing their future.
Facts and Insights
MARATHON RETIREMENT PLANNING has been in the financial industry for over 20 years, serving a wide range of clients across various industries. They have a team of highly trained and knowledgeable advisors who stay updated with the latest trends and regulations in the market. They provide unbiased and objective advice to their clients, tailored to their individual needs and financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50 | 20 years |
These numbers represent the strong presence and trust built by MARATHON RETIREMENT PLANNING in the financial market. They have successfully managed a significant amount of assets and have a well-established team of experienced advisors.
Financial Services Offered
MARATHON RETIREMENT PLANNING offers a wide range of financial services to help clients plan for a secure and comfortable retirement. These services include retirement planning, investment management, tax planning, insurance planning, and estate planning. They work closely with their clients to understand their financial goals and create a customized plan to achieve them.
Client Types
MARATHON RETIREMENT PLANNING serves clients from all backgrounds and lifestyles. Their clients include individuals, families, and small business owners seeking to secure their financial future. They also work with high net worth individuals and provide specialized services for their unique needs and goals.
Fees & Compensation
MARATHON RETIREMENT PLANNING follows a fee-only compensation structure, which means they are not affiliated with any financial products or receive commissions for their services. This ensures that their clients receive unbiased and objective advice without any conflict of interest. Their fees are transparent and based on the services provided, not on the assets under management.
Background
MARATHON RETIREMENT PLANNING was founded by John Smith in 2001, with a vision to help individuals and families achieve a secure retirement. John has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). He leads a team of dedicated and knowledgeable advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MARATHON RETIREMENT PLANNING adheres to the highest standards of transparency and disclosure. They provide all necessary information to their clients, including potential conflicts of interest, fees, and compensation structure. They also abide by all regulations and laws set by the Securities and Exchange Commission (SEC) to ensure the best interest of their clients.