Mariner
Mariner is listed as a financial planner located at 1661 International Dr Suite 400, Memphis, TN.
About
Mariner is listed as a financial planner at 1661 International Dr Suite 400, Memphis, TN. Contact the business directly to confirm current services and availability.
Services
Wealth Planning
Advisors partner with clients on wealth management, cash flow and income analysis, Social Security optimization, education savings strategies and retirement solutions.
Investment Management
Dedicated investment professionals work alongside advisors to construct portfolios aligned with risk tolerance and time frame for reaching goals.
Tax Planning and Preparation
Services include tax compliance, multi-state strategies to minimize tax burden, income optimization, charitable giving coordination, and preparation of state and federal tax returns.
Estate Planning
Tailored estate plans that include reviewing and advising on wills, trusts, power of attorneys and health care directives to ensure client wishes are met.
Trust Services
Establishment of trusts for minors, heirs or charitable giving causes to ensure wishes are carried out and assets are protected.
Risk Advisory and Insurance Solutions
Coordination with a risk management team to offer recommendations on personal insurance solutions including life, disability and long-term care insurance.
