Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to that can help turn your goals into reality.
Over the last few decades, life expectancy has risen dramatically. Today's retirees are not only living longer, they are living healthier longer. So a question to be answered is "What do you do with those extra years and how will you pay for them?"
No matter how much income you may have, putting a retirement strategy in place could be the most important thing—the first thing—you can do as you work with the team on your overall financial strategy. The team can help you determine your lifetime cash flow requirements, you can then focus on the other pieces of your financial life, including legacy and family needs, volunteering for charitable work, leisure time activities, acquisition of collectibles, and building a second home. Let's talk about customizing and implementing a strategy to help you achieve a comfortable retirement.
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.
CFP®, CPFA™, 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.
