CALL US: 800-384-1756 HOME › WEALTH MANAGEMENT SERVICES FOR INDIVIDUALS › WEALTH PLANNING SERVICES Wealth Planning Services Find a Local Advisor Find a Location Customized Wealth Plan We Get to Know You, Then Offer 360° Advice. We begin the wealth planning process by listening to your greatest joys and challenges, and what keeps you up at night. We will get to know your family dynamics and relationships, your current financial situation, goals for the future and your attitude toward spending and saving before we provide wealth management advice. It’s important to us to listen and understand the way you think about money and life. Identifying and prioritizing what matters most to you is all part of building trust—the more we understand your financial situation and life goals, the deeper our level of advice. As we develop this relationship, we want you to know you can call your advisor, not only for wealth management, but for everything in between, from selling a business to navigating a challenging life event to retiring. Why? Because we’re your advocate. As part of our personalized process, we’ll work with our in-house teams to create a wealth management strategy flexible enough to change along with you. At Mariner Wealth Advisors, we treat you like family and are committed to putting your interests first. Knowing that you have 360° advice designed to last during your life and beyond from an advisor dedicated to advocating for you can make all the difference. Your personalized wealth plan could include: Cash flow analysis and recommendations Strategies for income protection and growth Education savings strategies Retirement goal setting Retirement account withdrawal strategies Tax planning & preparation Estate planning Trust services Personal insurance solutions Social Security optimization WEALTH PLANNING SERVICES INSIGHTS RMD Waiver is Over: When Should You Take a Distribution? NOVEMBER 2, 2021 Read Decoding Digital Assets: Are They Right for You? OCTOBER 5, 2021 Read How Can I Legally Make Financial Decisions for Loved Ones? OCTOBER 4, 2021 Read See all Insights Discover how we can help you achieve your goals. Thanks for wanting to learn more about how we’ll partner with you. Complete this form, and we’ll share our 360° approach to wealth management or find a location near you. Name Email Phone Are You A: Are You A: Client Prospective Client Advisor/Investment Representative Other Message CAPTCHA Contact Us Mariner Wealth Advisors NewsroomPrivacyCookie PolicyCCPAForm CRSForm ADVLegalFor AdvisorsContact Our Team © 2021 Mariner Wealth Advisors Subscribe to Our Newsletter Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles. Untitled Untitled Untitled This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in tracking and performance tools, and in order to improve and customize your browsing experience. To find out more about the cookies we use, see our privacy policy. Accept