Niceley-Mills Wealth Management Group
Merrill Lynch Wealth Management
Life is an ever-evolving journey filled with an array of personal, professional, and financial decisions. From building a business to raising a family and beyond, the adventures you experience define who you are and the happiness you create. We believe that throughout these major life events a key factor impacting success is how strategically you approach your financial life. Often, people have great goals but fail to build a realistic financial path to attain them.
At the Niceley-Mills Wealth Management Group, we believe complexity and a lack of preparation should never keep you from the life you desire. So, our priority is to provide diligent processes, personalized service and experienced support for goals-based wealth management through any life stage. Regardless of whether you’re preparing for retirement, transitioning into a new life stage as a widow(er) or divorcee, or experiencing another major event, we can apply our deep planning experience to help you proactively prepare for the future while living for today.
We believe that financial success can be achieved when you're able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
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.
