Longman and Associates are dedicated to helping our clients meet their financial goals. We take the time to understand your individual goals and risk tolerance, helping you create a portfolio designed to balance risk, with the potential for growth and income. Through clear and frequent communication, We will help you keep your portfolio on track toward your specific objectives.
We serve individuals and businesses in all areas of investment planning, including:
• Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
• Tax management* - Help making sure your portfolio is tax-efficient. Developing tax saving portfolio strategies. Referring you to qualified tax specialists from Merrill.
• Estate planning services* - Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
