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Look Inside: Mariner Wealth Advisors Collaborative Process

In this video, you get an inside look at the Mariner Wealth Advisors' collaborative process. Our client roundtables are meetings where an advisor may review facts and circumstances regarding a client situation with a team of Mariner Wealth Advisor associates who are experienced in different disciples. As a result of this meeting, rather than a client receiving recommendations from just one advisor, they are receiving advice from a variety of professionals in an effort to provide holistic planning for our clients. We discuss business ownership, estate planning, valuation, sale of the business, tax considerations and retirement plan. 00:25 Intro 01:07 Estate Planning 01:57 Selling your business to your kids 04:59 Retirement Plan 05:24 State Tax laws 06:00 Outro #WealthManagement #WealthAdvisor #BusinessOwner For more information, please visit us online at https://www.marinerwealthadvisors.com/. Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - https://podcasts.apple.com/us/podcast... Spotify - https://open.spotify.com/show/2vZ0s75... CONNECT WITH US ON SOCIAL LinkedIn -   / mariner-wealth-advisors   Facebook -   / marinerwealthadvisor   Twitter -   / marinerwealth   Instagram -   / marinerwealthadvisors   =================================================================================== These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass. Disclosures: https://www.marinerwealthadvisors.com...