Marathon Group Financial

Marathon Group Financial, located at 24641 Washington Avenue in Murrieta, California, is a finance institution that prioritizes building strong relationships with their clients. Their people-first approach involves listening to your goals and working with you to achieve them. They understand that everyone's financial situation is unique, which is why they offer personalized financial planning services to help protect your retirement savings and explore growth opportunities.

Founder Lisa Brumfield, with over 30 years of experience, believes in long-term relationships with clients, making financial planning for retirement a marathon, not a sprint. They offer educational sessions, one-on-one consultations, and fun events like the Annual Pig Roast to ensure clients feel appreciated and supported.

Marathon Group Financial offers options to protect your retirement savings from market fluctuations, including annuities and life insurance products. They provide educational seminars, both in person and online, to help you understand your retirement options and make informed decisions. Their team is dedicated to simplifying the retirement planning process and helping you reach your financial goals.

Whether you're looking to protect your principal or explore options for potential growth, Marathon Group Financial can provide customized solutions tailored to your needs. They believe in transparent communication, quick responses to client inquiries, and ongoing support throughout your retirement journey. With their expertise and commitment to client satisfaction, they are here to guide you through the "fragile decade" before and after retirement, ensuring your financial security and peace of mind.