Financial Management Services

Imperio has joined Mariner Advisor Network, which gives us access to credentialed, professional teams including investments, tax, insurance, estate planning, trust services, retirement planning and business services such as investment banking, business valuation, mergers and acquisitions and forensic accounting as we build a comprehensive wealth plan to fit your specific objectives.

Comprehensive Financial Advice

Our holistic approach provides clear direction on every aspect of your financial path, including investment, retirement, tax, stock options, cash flow, risk management and estate planning. We are committed to putting your interests first, and we deliver transparent and comprehensive financial advice.

Professional Investment Planning Services

We help you create and maintain wealth through a fact-based investment approach rooted in diversification, low investment costs, tax efficiency and minimizing the risk of underperforming the global markets. After we identify your objectives, investment return targets, and an appropriate level of risk, we work to ensure your customized investment portfolio is optimized through continuous monitoring, opportunistic rebalancing, and active tax loss harvesting.

Professional Tax Planning Management Services

Including an effective tax strategy as part of your overall wealth and estate plan may help you maximize your savings and reach your financial goals. We will work with an experienced, in-house tax team that understands the latest regulatory issues and tax law changes to create tax-efficient strategies for you designed to minimize your tax burden.

 

  • Proactive, creative tax analysis and year-round planning
  • Implementation of multi-state tax strategies including residency and domicile
  • Representation and support for IRS and state tax audits
  • Bookkeeping and family office services

Life Insurance Services

With the help of highly experienced insurance consultants, we help you evaluate risk management 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 (LTC) expense mitigation
  • Estate tax elimination strategies

Estate Planning Services

We will work with you and your estate planning attorneys on strategies to help minimize taxes and maximize your potential wealth transfer. Our goal is to help ensure your wishes are carried out in the most efficient manner possible.

 

  • 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 Advisor Network 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.

Get Started

Start your journey with us today. Please answer a few questions, and we’ll be in touch shortly to help you achieve a secure financial future.

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