Navigating Your Financial Future
Our Mission To help clients and their families navigate their financial future, charting the course to achieve their financial goals today, tomorrow and for years to come.
CHART YOUR COURSE Your story is exactly that your story. It s comprised of defining moments, life stages and financial goals. Navigating through life and meeting your wealth goals takes a partner who is as committed to reaching your financial destination as you are. There is nothing more important than your vision. Mariner Wealth Advisors will help make your goals a reality.
It s not enough to hoist a sail, you ve got to map your journey, too.
YOUR HISTORY The Fact-Finding Expedition Family Successes Lessons learned Goals attained View of money Experiences TRANSITION YOUR VALUES What are the most pressing issues in your financial life? Big changes on the horizon? What might impact your financial situation? Priorities Core principles Your beliefs about family, wealth, debt and important causes Meaning of money YOUR GOALS What must you accomplish? How do you envision your retirement? How will you protect your family s legacy? What have you always wanted to do? Where have you always wanted to go?
Every journey has it s obstacles, we ve dealt with all of them.
Investment Management Business Valuation & Succession Planning Estate Planning All the services you need under one roof Risk Management Retirement Planning Options Tax Planning and Preparation
Holistic wealth planning = taking all aspects into consideration. We collaborate with you to incorporate all aspects of your personal wealth plan. Holistic wealth advice is more than investment advice. It means surrounding you with a team of experts focused on the big picture and not just one aspect of your financial goals.
Our holistic financial planning process accounts for all of your needs to create the map that will guide your journey. Financial Advice Investment Management Risk Management Our financial planning process is designed to incorporate an objective perspective on your current financial situation and create a plan of action to help you achieve your goals and objectives. What worries or concerns do you have? What are you trying to accomplish financially for you and your family now, and in the future? What are your financial goals? At what age do you think you will retire? How much income will you need to maintain your lifestyle during retirement? What activities do you see yourself doing after retirement (traveling, etc.)? Your wealth plan benefits from our unique investment management offerings that are designed to help you achieve your goals. What kind of investor are you? If you could increase your chances of achieving all your goals by taking more risk, would you? What types of investments are you comfortable owning? What is your risk tolerance? Focused on common-sense design, review and implementation of insured solutions for businesses and families with specific wealth protection, transfer or accumulation goals. What are the terms of your life insurance policy? Have you considered income consequences if you become disabled? Do you plan on transferring your wealth to other generations? Are you aware there are insured tax advantaged investment strategies? What is your strategy to address risk? More on next page
Trust Services Whether you wish to leave a legacy to heirs or a favored organization, we help you develop a strategy to ensure your wishes are met while maximizing your potential wealth transfer. Do you currently have a will or trust? How do you protect assets from potential creditors? Do you want your assets to remain in your bloodlines? Do you have a medical directive and/or power of attorney? Do you wish to leave a legacy to heirs? Do you wish to leave a financial donation to a charity? Do you know how you want to transfer your wealth from one generation to another? Tax Planning & Preparation Savvy financial decision-making and investing are incomplete without full consideration of the tax implications. Do you know the tax implications of your investments? Are tax strategies a part of your comprehensive wealth plan? Are you aware that tax planning and preparation services are key for trusts and foundations as well as companies and individuals? How can you minimize your tax consequences? Providing the attention our clients deserve is beyond the capacity of any one individual: We get to know you and your goals and surround you with a team of experts. We limit the number of clients per advisor. We are independently owned.
We believe in helping people pursue something beyond wealth. We believe in helping people pursue a purpose... a larger calling...a passion. Your story and experience Cutting edge technology that enhances the client experience Backed by a team of experienced Wealth Advisors, CFAs, CPAs, CFPs, ChFCs, Masters Degrees Seasoned investment committee and top industry thought leaders
MEET OUR CEO Marty C. Bicknell We believe in the Sleep At Night Rule For us, the Sleep At Night Rule is confidence and clarity in the client s mind that their wealth advisor understands the client s personal financial goals and objectives. Wealth goals should be planned over a life span. Some advisors make the mistake of taking a short-term focus, possibly on investment returns or on certain products that can best be distributed among a group of clients. We approach every situation, no matter how difficult it is, from the perspective of what s best for the client. I truly believe if you do that, everything else works out. Clients first, employees second, shareholders last always.
Nationally Recognized by: While the national accolades are nice, the only true recognition we strive for is that which comes from our clients. If they are successfully on the right track to meeting their financial goals, then we ve done our job.
Put your trust in a crew that will get you where you want to go. www.marinerwealthadvisors.com