As our clients move through life, financial questions often extend well beyond traditional banking. Am I on track for retirement? Am I making smart decisions with my investments? Could I be doing more from a tax perspective? Is my estate plan where it needs to be? How do I make sure my family is taken care of?
At Cornerstone Bank, being a trusted partner means helping our clients find answers to those questions, too. That’s why we’re excited to partner with Mariner to bring comprehensive wealth planning resources directly to the individuals and families we serve.
Through this partnership, Cornerstone clients can access guidance across retirement and cash flow planning, investments, tax strategy, estate planning, insurance and risk management, executive compensation, business owner planning, and other areas of their financial lives.
But more importantly, the process starts with you—what matters to you, what you’re working toward, and what you want your money to make possible. From there, the goal is to bring the different pieces of your financial life together into a plan that can evolve as your life does.
Meet Whitney Reagan
Whitney Reagan, Senior Wealth Advisor at Mariner, will serve as a dedicated wealth planning resource for Cornerstone clients and work alongside your Cornerstone team. Whitney’s passion is understanding what matters most to each client and helping build a financial plan around those priorities.
Whether you’re approaching retirement, navigating a major life or career transition, thinking about your family or business, or simply wondering whether you’re making the most of what you’ve built, Whitney is available as a resource to help you think through the bigger picture.
Have a question or want to start a conversation? Ask your Cornerstone banker to introduce you to Whitney, or reach out to her directly at whitney.reagan@mariner.com | 913-378-9981. You will also have the opportunity to meet with Mariner at the 25th Anniversary event on September 10th.
Cornerstone Bank may refer clients to Mariner for investment advisory services. Cornerstone Bank is not owned, controlled by, or affiliated with Mariner. Mariner compensates Cornerstone Bank for client referrals by sharing a portion of the advisory fees Mariner receives from referred clients. This arrangement creates a conflict of interest because Cornerstone Bank has a financial incentive to recommend Mariner over other investment advisers.
This is provided for informational purposes. Please keep in mind that investing involves risk, including the possible loss of principal. There is no assurance that any investment, financial plan, or strategy will be successful.
Mariner, LLC (“Mariner”) is an SEC-registered investment adviser. Not all services referenced are provided by Mariner, LLC. Certain services are provided by affiliates and may be subject to additional fees. Please refer to Mariner’s Form ADV Part 2A on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) for more information about services and fees. Registration of an investment adviser does not imply a certain level of skill or training.
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, CORNERSTONE BANK, OR ANY OF ITS AFFILIATES • MAY GO DOWN IN VALUE
