Looking beyond the assets in your portfolio, The Lewer & McCafferty Wealth Management Group will help you connect all of the pieces of your financial life and help you prioritize and pursue the goals that matter most to you.
Utilizing a goals-based process, they carefully consider the various aspects of your financial life, including your income requirements, liabilities, risk tolerance and time horizon.
Together, they will explore a broad range of topics that are likely to influence your financial future. Here are just a few of the many ways we can help you simplify your financial life:
• Retirement Income Strategies
• Wealth Transfer Coordination
• Estate Planning Services
• Long Term Care Insurance
• Life Insurance
• Access to credit and lending services through Bank of America, N.A., including home financing and services for business owners (NMLS ID 578560)
Always determined to provide the highest level of client service and to exceed your expectations, The Lewer Group's goal is to enhance your financial life through personal attention, proactive and responsive service.
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.
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.
