P&G Retirement Services

P&G Retirement Services

To serve the Procter & Gamble community, we have up-to-date experience and an understanding of the P&G retirement plan, profit sharing and savings plan, and benefits packages. Mariner Wealth Advisors' P&G wealth planning team combines the professional disciplines of Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), a former Procter & Gamble employee, and a former advisor from P&G's retirement plan previously held at J.P. Morgan. This knowledge enables us to develop a comprehensive plan that is customized to the specific goals of each P&G employee and retiree we partner with. Meet Mariner Wealth Advisors' P&G wealth planning team.


The years leading up to retirement are critical from an investment and planning perspective; retirees cannot undo a distribution strategy once it's implemented. The following items need to be built in to a retiree's customized plan:

  • Tax bracket 
  • Income needs 
  • Estate planning considerations 
  • Risk tolerance 
  • Charitable plans 
  • Many other factors ᅠ

Having a partner, like Mariner Wealth Advisors, in this process can give you the peace of mind that you have properly considered and analyzed all the appropriate alternatives and have chosen a path that is right for you.

 

Financial and investment planning is not a product; it is an ongoing process between Mariner Wealth Advisors and you. This philosophy is the foundation of our wealth advice.

Once your plan is developed, we will:

  1. Implement your customized investment strategy
  2. Work side-by-side with you and your family
  3. Monitoring your portfolio and financial plan
  4. Work closely with your other professional advisors to make sure your investment goals, tax strategies and estate plans are part of one coordinated effort.

Our objective is to provide you the peace of mind you need to fully enjoy your retirement years.ᅠ

Mariner Wealth Advisors is not affiliated with Procter & Gamble. Any reference to them should not be construed as an endorsement by either party.

Barron’s awarded the 2016 #1 and the 2017 #2 rankings in the Top 20 Independent Advisory Firms to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. Barron’s publishes these lists based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided to Barron’s. The listing includes the firms’ numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success.

Meet the P&G Team

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