RESOURCES
TRANSITION SERVICES
At some point in your clients' lifetime, they may be faced with a personal transition, such as the death of a spouse or parent, a divorce, the sale of a business, retirement, a sudden inheritance or a major career change. Mariner Wealth Advisors understands the important role of disciplined wealth advice, and as your partner, we work with Schwab to provide specialized solutions to help navigate your clients through both technical and emotional challenges.
EDUCATIONAL CONTENT FOR YOU
Below are several pieces created to help you speak with your clients about navigating transitions.
HELPING WOMEN PREPARE FOR RETIREMENT
THE IMPORTANCE OF WORKING WITH AN ADVISOR WHO UNDERSTANDS
NAVIGATING FISCALLY UNEQUAL RELATIONSHIPS
STAY INFORMED: Have you heard our latest Navigating Your Financial Future podcast?