Investments

Through Mutual Funds, Stocks, Bonds and Annuities we help to discover the best suited and most appropriate investments for individuals and families that serve as a pathway to meeting their financial goals. We help develop plans focused on retirement, college and overall life planning.

Employee Benefits

Retirement Plans, New York State Disability, Group Health/Dental/Vision & College Savings Plans, Supplemental Insurance programs. Designing and implementing Cost Effective Employee Benefit Plans. Providing direction communication and in-person enrollment services — helping employees to realize the full value of benefits being provided.

Insurance

Insurance matters in providing individuals and loved ones protection from various types of loss. From Life, Disability-Income Replacement, to Long-Term Care Insurance, each provide economic well-being in times of great challenges. Health Insurance and Medicare Planning are significant areas in which we help people properly, extensively and cost effectively find solutions in addressing their medical needs.

Legal Services

We offer legal services in the areas of Taxation, Estate and Trust Planning (Wills, Trusts, Powers of Attorney, Health Care Proxies, Elder Law), and Business Law (LLCs, Corporations, Partnerships). Marathon assists clients with the creation of Estate and Trust plans, asset protection, probate of wills and the settlement of estates. We also provide expertise in the formation of small business entities, individual and business tax preparation, the representation of taxpayers before the IRS and State tax authorities, and the resolution of tax and estate controversies. Cadaret, Grant and its representatives do not provide tax or legal advice. Legal and tax advice provided solely by Marathon Financial Advisors.

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