AT&T Wealth Team Philosophy
Financial and investment planning is not a product; it is an ongoing process between you and Mariner Wealth Advisors. This philosophy is the foundation of our wealth advice.
Once your plan is developed, we will:
- Implement your customized wealth strategy
- Work side-by-side with you and your family
- Monitor your financial plan
- 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
- Board reporting/review and ongoing communication and strategy verification