So much of your future relies on our ability to understand you and the things that are important in your life. That is why our first priority is to spend time listening to you and learning about your goals and aspirations. We will work to create a collaborative relationship with you that facilitates a dialog we can use in conjunction with our firm's global professional acumen and experience to develop personalized strategies for your individual needs and goals. From sharing our ideas and experience to anticipating your changing needs, we are dedicated to helping you reach your goals.
There are three steps to our process:1. The Private Briefing2. The Discovery Meeting3. The Plan review and implementation meetingAnd our process is based on seven distinct wealth management principles:1. Transition Counseling2. Retirement Lifestyle Continuation3. Legacy Implementation4. Estate Coordination5. Risk & Debt Management6. Tax Minimization7. Financial Guidance
ChFC®, CAIA®, CRPC™
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.
