Advanced Markets
Expert guidance for your most complex client scenarios.
What is Advanced Markets Support?
Some planning conversations require a deeper level of expertise, the kind that brings clarity to complex rules, high-stakes decisions, and multi-layered financial strategies. Our Advanced Markets support gives you access to specialized insight so you can tackle the most sophisticated cases.
Whether you’re navigating tax implications, Social Security strategies, qualified plan rules, charitable giving, or another complex question, we’re here to help you reach clarity.
Case Design That Strengthens Every Conversation
Heather Schreiber, RICP®, NSSA®, IRMMACP™
With nearly three decades of industry experience, Heather Schreiber is a nationally recognized consultant specializing in retirement income planning, Social Security, tax-efficient strategies, and legislative impacts. She’s known for her ability to translate complex rules into practical, real-world solutions, and for helping advisors present concepts in ways that clients easily understand.
Tarkenton Financial advisors enjoy direct access to Heather’s wealth of knowledge via email or phone call!
Areas of Insight
How Our Advanced Markets Team Helps You
We’re here to help you bring clarity to the planning conversations that matter most.
- Navigate complex client scenarios
- Strengthen your recommendations
- Confidently address tax, Social Security, and distribution questions
- Design strategies that align with your client’s long-term goals
- New whitepapers, videos, and content created every month to educate you and your clients
- Elevate your value in conversations with sophisticated clients
Why Advisors Rely on Advanced Markets Support
Complex topics are explained in a way that’s practical and understandable.
Nearly three decades of specialized experience inform every recommendation.
Strategies are tailored to real-life client needs, not generic theory.
Get guidance on unusual planning questions or evolving legislative changes.