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Investments, Taxes, Inflation, Retirement & Estate Planning - Do You Have It All Figured Out?

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Perhaps your situation has changed, or you’ve been trying to navigate your financial future on your own. Are you looking to preserve wealth or evaluate a business or real estate opportunity? Do you worry about how to transfer wealth to the next generation? 

Mariner Wealth Advisors – formerly Allegiant Private Advisors – can help create a financial strategy for today and beyond that’s flexible enough to change along with you. A local office of wealth advisors, investment managers, and client service associates now also draws upon an expanded in-house team of tenured professionals on everything from income tax to investments and trusts to multigenerational planning and the transfer of wealth. Consider the difference an integrated approach to wealth planning could make in your life and the lives of your loved ones. 

Mariner Wealth Advisors is committed to providing 360° financial advice designed to last. Read more at the link below.

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.  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.

Some services listed here are provided by affiliates of MWA and are subject to additional fees. Additional fees may also apply for tax planning and preparation services.

Click here to learn more.

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