Marathon Group Financial

Marathon Group Financial, located in Murrieta, CA, specializes in personalized retirement planning and wealth management services. With a commitment to treating retirement planning as a calling rather than just a business, they guide clients through the complexities of financial decision-making to ensure a secure financial future.

Led by founder Lisa Brumfield, who has over 34 years of experience advocating for retirees, the firm promotes a comprehensive approach called the Go The Distance Retirement PlanTM. Their services include strategies for annuities, tax minimization, and ongoing education to help clients achieve their retirement goals and leave a meaningful legacy.

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