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Submission: On December 05 via api from US — Scanned from US
Submission: On December 05 via api from US — Scanned from US
Form analysis 1 forms found in the DOM
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</form>Text Content
Skip to main content menu * Home * Who we are * About Us * Why Us * Who We Serve * Our Team * Philanthropy * Community Impact * What We Do * Financial Life Planning * SMART Goals * Our Financial Life Planning Process * Resources * Videos * Case Studies * Blog * FAQs * Press * The Retirement Corner * Contact * Client Access * Schwab Alliance * CLIENT PORTAL * TD AMERITRADE CONNECTING YOUR MONEY WITH YOUR VALUES TO HELP YOU CONFIDENTLY LIVE A FULFILLING LIFE. At Marathon Wealth Management, our team understands the complexities of balancing work and family while managing your personal wealth. Our goal is to help you live a life of financial independence – it’s what motivates us. Learn More -------------------------------------------------------------------------------- * How can we help you bring more value to your life? * How can we help you focus on what matters most? * How can we help you reach your financial goals and dreams? OUR WHY We believe financial life planning is an ongoing process. It is a holistic approach that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Planning your financial future can be a daunting task. That's where we come in. We're trained, life-centered financial professionals who can draw on years of experience integrating financial planning & life planning. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. About Us WHY US When selecting your wealth management team there are a lot of things to consider. You’ll want a partner who has extensive knowledge from years of experience. You’ll want to know that the advice you receive is objective and specific to you and your needs. More importantly, you’ll want a trusted partner who recognizes that financial planning is a marathon and not a sprint. Why Us SERVICES OUR FINANCIAL LIFE PLANNING PROCESS Come meet with us. Let us take a couple hours just to get to know you. There is no need to prepare anything beforehand. We just want to understand what brings joy to your life and gives you purpose... Read More SMART GOALS When Smart Goals Are not Always Wise. Many of us have been taught about setting goals through the use of the SMART acronym. The theory is that in order to be successful in our pursuits, our goals must be ... Read More FINANCIAL LIFE PLANNING® Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations ... Read More OUR TEAM AARON LIEBERMAN CFP®, CDFA® Managing Partner DIANA RABIN Vice President of Operations WE BELIVE: FINANCIAL LIFE PLANNING IS A MARATHON, NOT A SPRINT. RECENT BLOGS Nov 24, 2023 THE ROLE OF WORK IN RETIREMENT Transitions/Change The concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life that is much more fluid and flexible than what most of us previously imagined. In fact, retirement has become a matter of personal definition. Read more Oct 27, 2023 YOUR MISSION: DESIGNING A PURPOSEFUL LIFE Success/well-being When individuals set goals that are especially meaningful to them, they experience a sense of mission. They feel enthusiasm for the tasks that lie ahead and for what they intend to accomplish. At every stage of life, having a mission gives them a reason to get up in the morning, a reason to bounce back from setbacks, and a reason to explore their potential. Read more Sep 29, 2023 RETIREMENT INCOME REALITIES AND SOLUTIONS Financial & Life Planning Generations research The goal of traditional retirement planning has been to build a “nest egg” of personal savings and investments that will supplement Social Security and pension benefits. Together, these three sources of retirement income have long been referred to as the proverbial “three legged stool”—a solid and well-balanced foundation for building financial security in old age. Read more LET'S TALK TO FIND OUT HOW WE CAN HELP YOU REACH FINANCIAL FREEDOM You must have JavaScript enabled to use this form. Your name This field is required. Phone This field is required. Your email address This field is required. Subject This field is required. Message This field is required. CAPTCHA Leave this field blank (631) 760-8390 info@marathonwealth.net 534 Broadhollow Road, Suite 420 Melville, NY 11747 United States TD Ameritrade Client Portal Privacy Policy Disclosures Client Relationship Summary © 2023 Marathon Wealth Management Inc All rights reserved.