At Key & Associates, we believe that people should live in their vision, not their circumstances. Our value lies in empowering individuals to achieve their financial goals and realize their dreams. Through personalized guidance, strategic planning, and professional advice, we help our clients navigate their current circumstances and build a brighter future. We are committed to turning visions into realities and transforming lives through sound financial management.
Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Please join Merrill for a discussion with our top industry experts who will discuss how the coming year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today's new market landscape, and an open Q & A, so you can ask the questions that are important to you.
Topics will include:
- What a potential recession could mean for the markets.
- Dealing with inflation, volatility, and other investment risks.
- Portfolio strategies and opportunities to consider now.
Please join us for a presentation from John Hancock on the "Ins and Outs of Medicare". The presentation will cover information on the history of Medicare, parts and when to enroll, costs, Medigap plans, Medicare Advantage plans and working past age 65. This presentation is brought to you by your Lexington, KY, Merrill Lynch branches and John Hancock.
CFP®, CPFA®, CPM®
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.
