Andrew Sherman
Planning for Life's Biggest Moments starts with understanding your family, your priorities, and what makes your situation so unique. With tools at Merrill, I can help you and your family plan for life's biggest moments and build a tailored plan that uniquely reaches your goals. Retiring, transitioning through the sale of a business, sending kids to college, and buying a home are just a few of the moments I help my clients regularly work through.
My planning-based approach is ongoing, not a one-time event. Many times, I dig deeper than my client's previous advisor. Rather than only asking about their investment goals, I look to uncover opportunities in my client's financial picture. This allows me to more fully appreciate a client's evolving situation and serve most effectively in planning for the future.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
