5 Steps to Updating or Creating Your Estate Plan
Nobody likes planning for their own mortality and as a result, a lot of estate plans are out of date, maybe you outgrew your old plan, moved, or had some life change, or you just haven’t done much estate planning at all. An estate plan should be considered in accordance with your financial plan. Use the calendar to schedule a call to discover how we can partner with you to create a financial strategy for today and beyond.
360° Advice Designed to Last
Do I need a trust? Do I need a will? Can I handle this on my own or should I work with a professional? As a full-service firm our services go beyond wealth management. We have estate planning, tax, insurance professionals and more all under one roof.
An estate plan should be considered in accordance with your financial plan. Use the calendar to schedule a call. Even if it is just for questions, or thoughts, let’s connect.
Why Mariner Wealth Advisors?
Create a Wealth Plan, Bring Your Dreams to Life
You have dreams, and we want to help you achieve them. That’s why your wealth advisor will develop a wealth management strategy focused on what is important to you. We look at all aspects of your financial life. Our coordinated 360’ approach is meant to simplify the process.
We will partner with you to create a comprehensive wealth plan including:
- Wealth Planning
- Investment Management
- Tax Planning & Preparation
- Estate Planning
- Trust Services
- Insurance Solutions
Mariner Wealth Advisors (“MWA”), is an SEC registered investment adviser with its principal place of business in the State of Kansas. Registration of an investment adviser does not imply a certain level of skill or training. MWA is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which MWA maintains clients. MWA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by MWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For additional information about MWA, including fees and services, please contact MWA or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Please read the disclosure statement carefully before you invest or send money.