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Marathon Financial Strategies

  • Office: 770.353.6346
  • Cell: 770.493.6555
  • Email: wes@marathonfinancialstrategies.com

Marathon Financial Strategies

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  2. Our Philosophy

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the appropriate financial advice for your particular situation.

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  • 200 Ashford Center North, Suite 400 , Atlanta, Georgia 30338 United States
  • Phone: 770.353.6346
  • Email: wes@marathonfinancialstrategies.com

Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor.  IFG Advisory, LLC, and Marathon Financial Strategies are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, Colorado, Florida, Georgia, Maryland, South Carolina, Texas.

View this firm’s Relationship Summary

 

 

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