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Marathon Wealth Advisor

     -Financial Planning-

1053 Robertson St.
Fort Collins, CO 80524

Phone:

970.988.0702

Fax:

970.692.8298

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

-Your Financial Planning Resource-

Today's investment climate offers unprecedented opportunities and challenges. At Marathon Wealth, our mission is to help clients take advantage of those opportunities and navigate the chanllenges by providing you with three key tools:

  A clear understanding of your financial goals

  A well-defined roadmap for achieving those goals

  Ongoing advice to help adjust your roadmap when your needs change

Marathon Wealth services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits your unique needs and enables you to meet both short- and long-term financial objectives.

Our web site also offers valuable information for evaluating your current position and progress. You can access educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators to help you assess your current and future needs. Visit our web site often for the most up-to-date information.

Need guidance toward achieving your highest financial goals? Cantact us today for financial management advice or for more information on Marathon Wealth.

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck