Marathon Group Financial is a people-first financial planning company based in Murrieta, CA, specializing in retirement planning and income strategies. With over 30 years of experience, their founder, Lisa Brumfield, believes in developing long-term relationships with clients and offers personalized solutions to protect retirement savings and achieve reasonable rates of return.
They provide educational sessions and one-on-one consultations to help retirees and pre-retirees understand their options, including annuities and life insurance products designed to safeguard retirement savings. With a focus on client connection and appreciation, Marathon Group Financial aims to ensure clients feel confident and supported in their retirement journey.
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