Services
Comprehensive Financial Advice
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As fiduciaries, we put your interests first, always. This enables us to deliver transparent and complete financial advice. Our comprehensive approach offers expert guidance on every aspect of your financial life.
- Investments
- Tax planning
- Retirement planning
- Estate planning
- Cash flow planning
- Risk Management
- Stock Options
Fact-Based Investment Planning
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We help you generate and preserve wealth through a knowledge-based investment approach founded on the benefits of diversification, low investment costs, tax efficiency and underperformance risk management. First, we identify your investment objectives, return targets and a suitable level of risk. Then, we work to ensure your custom-tailored investment portfolio is optimized through continuous monitoring, strategic rebalancing and opportunistic tax-loss harvesting.
Complete Balance Sheet Management
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We pride ourselves on advice and services that go beyond investments and what other financial advisors deliver. We spare no effort in helping you define your financial and life path. Scrutinizing the minute details of your balance sheet, we evaluate assets, liabilities and every facet of your total net worth while proactively offering return optimization and liability and expense reduction strategies.
Insurance
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In collaboration with highly experienced insurance consultants, we help you assess risk management solutions and recommend options that align with your family’s needs.
- Asset and income protection strategies
- Analysis of major insurance companies and product recommendations
- Life insurance audits and long-term care expense mitigation
- Estate tax elimination strategies
Estate Planning
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To help ensure your wishes are carried out in the most efficient manner possible, we will work with you and your estate planning attorneys on strategies to help minimize taxes and maximize your potential wealth transfer.
- Review and advise on trust documents
- Charitable planning and gifting strategies
- Generation-skipping wealth transfer strategies
- Self-settled trusts for asset protection and efficient distribution
Mariner Platform Solutions does not provide all services listed. Some services are provided by affiliates and may be subject to additional fees. There is no assurance that any financial or investment plan or strategy will be successful. Investing involves risk, including the possible loss of principal.