William Holland
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
The planning process involves understanding your goals/dreams and how to make these achievable. This involves retirement planning, assisting in buying a 1st/2nd home, education planning, and/or legacy planning, and having a contingency plan in place for unexpected life events. The final step to help ensure success is reviewing, changing, and overseeing the plan as one moves through life.I like to think of a financial plan equal to planning a trip. In the first step, we determine the destination of our trip (retirement planning). As we start to research the destination, we find activities and experiences we want to participate in (buying a 1st/2nd home, education planning, legacy planning, etc.). Once we have all the plans in place, unexpected events occur throughout the trip. This could include flight delays, weather issues, experiences cancelled, illness, etc. (planning for unexpected events). The financial planner is your guide on this trip and they assist in getting new flights, finding alternative experiences based on weather or cancellations, and helping navigate any other obstacles on your vacation (reviewing, changing, and overseeing the plan). When you arrive home, you look back and realize what an amazing trip!This is accomplished through the tools available at Merrill Lynch Wealth Management, Merrill Edge, and Bank of America. Knowing what tools to use in situations and understanding there is more than one way to help achieve goals/dreams of a client.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
