AT&T Wealth Team Philosophy

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

Once your plan is developed, we will:

1. Implement your customized wealth strategy
2. Work side-by-side with you and your family
3. Monitor your financial plan
4. Work closely with your other professional advisors to make sure your wealth and retirement goals, tax strategies and estate plans are part of one coordinated effort
5. Board reporting/review and ongoing communication and strategy verification