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Servicing
Marathon
Employees

Atkinson Daley Group - Marathon

In our many years of advising Marathon’s employees we have developed an acute understanding of the intricacies of Marathon’s pension plans. Our team of advisors leverages this deep experience to help employees define and reach their retirement goals.

We strive to ensure our clients’ peace of mind at having a continuous stream of income during retirement. We achieve this by leaving no stone unturned in analyzing all of the retirement and incentive plans offered by Marathon and by working diligently to understand each client’s unique needs when creating a successful strategy to meet the challenges faced in today’s retirement environment.

The Atkinson Daley Group also works with BP and Shell employees.

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Our Advisors

Orlando

Andrew Atkinson

CFP®, CPWA®, RMA®

Upon graduating from The University of Texas in 2003, Andrew immediately began his career as a Financial Advisor. Originally hired to A.G. Edwards, he valued his need for higher education within the industry and consequently earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 as well as the Certified Retirement Management Advisor® designation in 2019.

Away from the office, Andrew spends much of his free time with his wife of 10 years and his three daughters. In addition to spending quality time with his family, Andrew enjoys the outdoors and playing golf.

Orlando

Alison Daley

Financial Advisor

Alison joined Baird in 2006 upon graduating from Bradley University and has been at the firm ever since. She is currently working on obtaining her CERTIFIED FINANCIAL PLANNER™ certification.

Away from the office, Alison spends most of her free time exercising, traveling, spending time with family and keeping up with current events.

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Interest Rate Summary

Subscribe to your monthly newsletter aims to track the interest rates that calculate the lump sum and give an estimate of how it might affect your retirement benefit. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.

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News Letter

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Medicare Premiums: Why Income Matters

If the lead-up to retirement is all about saving money, retirement is all about making that money last. That means avoiding surpri...

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Coordinating Medicare With Your Health Savings Accounts

Health Savings Accounts can be great investment vehicles, but they don’t always work well for people who are receiving Medicare....

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