Our Services
What We Do For Individuals
Investment Management
We will get to know you, your investment goals, your tolerance for risk and your time frame until retirement. Then we will take a proactive approach to diversify your portfolio across asset classes, including cash, fixed income and equities, and periodically review your portfolio, making adjustments as needed to align with your risk tolerance and overall objectives.
- Diversification among multiple asset classes
- Consideration of different styles and strategies within asset classes
- Implementation of active and passive strategies
- Tactical asset allocation adjustments
Trust Services
Establishing a trust is key to providing for your family for generations to come. We will work with you on strategies to help minimize taxes and maximize your potential wealth transfer and charitable contributions with the goal of helping to ensure your wishes are carried out.
- 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
Financial Planning
We will partner with you to develop a customized financial plan that works for you now and over the long term. Whether it’s planning for retirement, saving for a child’s education or making charitable contributions, we will get to know you and your goals, then build a plan to help you reach them.
- Deep assessment of your current situation
- Goal setting for achieving goals
- Tax strategy integrated into your financial plan
- Modifications to your financial plan as goals change
Risk Management & Insurance Analysis
Having income preservation strategies in place can help you protect your family now and in the future. To build a sound financial plan, it’s important to include insurance solutions such as life and property and casualty insurance. We can help you evaluate solutions and recommend options to fit 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
KinneyMunro partners with Mariner.
This gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner also provides us with IT, compliance and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients to help them reach their goals and aspirations.
DISCLOSURES
Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.
Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.