At Hickey Butler Shine & Associates, we begin with you – where you want to go financially, where you see yourself now, and what you believe stands in your way.We also want to know about you, as a person. Perhaps your life demands an extra measure of financial advice and attention (following a divorce, the loss of a spouse, the sale of a business, or an inheritance). Or maybe you're financially astute without the time or desire to manage your wealth alone.To address your concerns and ambitions, we ask questions. We'll listen to what you say (and may not say). Many clients don't know if they'll have "enough" for retirement. Others want to prepare their children for the responsibilities of wealth. Rather than make assumptions, we'll make time for multiple meetings with you – at your kitchen table or our conference table. There are no shortcuts to what we do.With our decades of experience in all kinds of markets, we'll craft an integrated, risk-managed strategy and encourage you to "stick" with it. Backed by our proactive support staff, we'll keep you updated on progress being made toward key milestones and your long-term objectives. Keep in mind that our approach is not just holistic – it's realistic. We will help you aim for goals that we believe are attainable.
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.