Planning for your financial future can be intimidating as well as exciting. Our team is committed to helping you clarify and simplify the complexities of your financial life. Whether your focus is on family, business or personal goals, we’ll work with you to design wealth management strategies based on your priorities and perspectives.
For Individuals: What do you hope to accomplish with your wealth? We can help you pursue the goals that are most important to you, from ensuring that your money lasts through retirement, to funding children’s education, anticipating potential healthcare costs, and transferring wealth to the next generations.
For businesses and professional practices: We can help you customize retirement benefit plans to address plan sponsor and participant needs, with an emphasis on education.
Pursuing Your Personal Financial Journey
When you're planning a trip, you start with a clear idea of where you want to go and how you're going to get there. We approach your financial life the same way. We start by listening carefully to understand what you want to accomplish with your wealth, during your lifetime and beyond. Then, we work with you to design a custom roadmap that can help you adjust to speed bumps in your life's journey, as well as fluctuations in the financial markets.
Years of experience have taught us the value of a consistency in pursuing financial goals. We'll help you create a personalized investment approach that reflects your objectives, time horizon, liquidity needs, and risk sensitivity. As your personal circumstances change, we'll work with you to review and update your financial strategy.
Building RelationshipsWe're committed to building lasting relationships where clients feel comfortable sharing personal details about their financial lives. Many of our client relationships span decades and extend deep into families. Along with our skills, we believe our commitment to exceptional service is a key reason clients stay with us.
As our client, you can expect clear communication, frequent follow-up, and straight talk. We're also firm believers in financial education. That's why we tell stories and use analogies to help you understand your investment approach.
We think of our team as "the family doctor" for your financial health and wellbeing. Just as your primary care physician recommends medical specialists when you need them, we can connect you with a wealth of resources available through Merrill and Bank of America.
The year 2023 started strong but events in Washington and around the world began to weigh on investors' minds. Chris Hyzy and expert panelists will explore where things may go from here and offer actionable portfolio ideas that clients could consider now to navigate emerging risks and opportunities.
Topics explored:
•Insights on the economy, markets and emerging investment themes
•Where earnings, interest rates and inflation could go next
•How heightened geopolitical risks might affect the market outlook
•Portfolio ideas and strategies
CFP®, CKP®, CPFA®
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.
