Real Crowd Podcast

Brian Leitner - Building An Estate Plan In 2021


Listen Later

Brian Leitner, Head of Wealth Management at Mariner Wealth Advisors, joined us on the podcast to kick-off our special Mariner Wealth Advisors podcast series.


In this series, we'll be joined by team members at Mariner Wealth Advisors to discuss wealth management fundamentals including stock market forecasts, financial planning, estate planning, optimizing tax strategies and more.

Does Mariner sound familiar? Our sister company, ReAllocate, partnered with Mariner Wealth Advisors to give investors the ability to access teams dedicated to helping you build a real estate portfolio based on your personal investment roadmap and financial goals.

If you'd like to learn more about how ReAllocate + Mariner Wealth Advisors can help you head to— BuildMyRoadmap.com.


Links

Learn more about about Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/

Check out content produced by Mariner Wealth Advisors at: https://www.marinerwealthadvisors.com/insights/ 


...more
View all episodesView all episodes
Download on the App Store

Real Crowd PodcastBy RealCrowd.com

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

76 ratings