The team’s broad financial experience, which has been compiled through many market cycles, should be a focal point for individuals, families and businesses seeking a balanced financial planning approach. We believe that wealth must be carefully managed to help you achieve outcomes that are personally meaningful to you.
Benefiting from the lessons history has taught about the importance of properly managing risk, The Cardinali Group adheres to a disciplined, proactive, consultative risk management process. This process delivers a consistent yet customized financial advisory experience.
Prior to offering any strategies, the team considers the various aspects of your life, taking the time to fully understand who you are and what matters most to you as an individual, an investor and/or a business professional. With this knowledge, the team is able to help you establish realistic objectives, develop an appropriate strategy and only then recommend strategies that draw upon the breadth, depth, and investment resources of the Merrill and the banking convenience of Bank of America. Emphasizing tax efficient retirement income planning as well as legacy and philanthropic planning, The Cardinali Group will work with your other trusted advisors (CPA's, Attorney's, etc) to coordinate all aspects of your financial life.
Furthermore, in order to provide exceptional service the team will conduct regular reviews with you to help track your progress toward reaching your goals. Consequently, we will work to keep your strategies consistent with any changes that may take place in your life and/or business, and adjust your plan accordingly.
As your life evolves, your plan unfolds.
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.