The focus in working with you is to develop a customized financial strategy for you. While we understand the latest trends, risks and potential opportunities, when it comes to planning for your wealth the most important thing is understanding you. At Merrill, we are committed to building a long-term relationship as we help you navigate financial complexities and possibilities. We take the time to get to know you—your unique concerns, priorities, risk tolerance, time horizon, liquidity needs and financial resources. As your life needs and market conditions inevitably change, we will meet to track progress and adjust your approach, as needed.