Mariner Financial Group’s Services

We meet the unique needs of diverse clients.

Our Services

There are many financial options in the market, and so choosing the ones that best address an individual client’s needs can be complicated. Informed decisions about investments in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of investments and services and select those that address your unique situation.

Products and services include:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Asset Allocation
  • 401(k) retirement plans

Investments can play a key role in your financial plan. For individuals, a custom investment portfolio can help pursue short and long-term care goals.

Asset allocation is the process of selecting a mix of investments that closely matches an investor’s financial profile in terms of their investment preferences, tolerance for risk, and financial situation.

Insurance is essential to any comprehensive financial investment plan. If tragic events like death, disability, or critical illness strike, insurance can safeguard you and your family from undue hardship.

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an additional 15 years.

Managing your finances is an important component to any financial independence plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis.

rising stock market

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family members.

Connect With Us

We take pride in creating tailor-made solutions that help accomplish the objectives of each client. Connect with us to learn more.