The Ashcraft Group
Through meaningful conversations we get to know what matters most to you and use that understanding to help you plan the retirement you’ve envisioned. The team is committed to helping you pursue a retirement that is an extension of your life. Together, we can build a personalized plan that takes into account your priorities, retirement goals, risk tolerance, time horizons, liquidity needs and financial situation. And over time, we will work together to measure your progress, making adjustments to your plans, as necessary, to help you stay on track.
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
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.
