Through our detailed process we help our clients navigate their top concerns. Some of these include:
1. Am I on track for retirement?
2. How should I position my investments?
3. What estate planning documents do I need?
4. Examine and help correct financial blind spots which could derail your goals
Please reach out to set up an introductory call or meeting - 630 954 6333 or Paul.J.Bowman@ml.com
What our team is focused on changing within the financial services industry
Removing surprises and offering complete transparency on everything our team does for the families we work with
We believe trust is earned by delivering consistent results, providing reliable advice, and responding quickly to client inquiries
Our team culture allows us to deliver the ultimate client experience by living out our core values
CFP®, CIMA®, 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.
