McClendon Wealth Management
For more than 60 combined years, clients have looked to the McClendon Wealth Management to help them preserve and grow their wealth while supporting their ever changing needs and evolving lifestyle. Whether assisting you with the inevitable changes that occur with family, health, career, or retirement the focus is always the same; helping you achieve the goals that matter most to you. This includes working closely with you, and where and when appropriate, your tax advisor and legal counsel to shape the financial strategies demanded by the intricacies of family wealth.
The process begins with an understanding of your goals, risk tolerance, liquidity needs, timeline, and concerns. It then progresses to a financial strategy that aligns your financial resources with your life priorities. Whether its retirement planning, philanthropic gifting, education planning, and/or legacy planning, the McClendon Wealth Management will continually identify and adapt your strategy to pursue your goals for you and your family.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Washington, D.C. into potential growth strategies for business owners, executives and high net worth investors. Jeff will discuss his perspective on the current political environment, prospective legislation and strategies for investment and retirement planning.
Click here to register. Please use market code LAMS.
Looking Forward to New Era of GrowthPlease 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 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
SPEAKER:
Christopher Hyzy
Chief Investment Officer, Merrill and Bank of America Private Bank
HOST:
Deborah Shepherd
Managing Director, MWM Central Division Executive, Merrill
Please click here to register and use Market Code LAMS when registering
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.
