We help our clients build their financial future on three pillars: Knowledge, understanding and service.
Our Priority is to work with each client to understand and develop their objectives, focusing all components of their personal resources towards pursuing the goals that matter to them. This relationship allows every client to have an individualized financial strategy, one that is reviewed, tested, and adapted according to the client's needs and changing circumstances. The Hinds Team planning process is designed to help clients take control of their financial situation, have a clear understanding of their goals and the steps to be taken to pursue them, and the ability to track progress towards realizing their vision.
Our investing principles are backed by a deep, thoughtful knowledge of the capital markets. We employ a dynamic approach to portfolio construction and management, informed by fundamental analysis and grounded on a disciplined selection of the securities our clients own. Knowledge of the markets, coupled with an extensive understanding of each client's personal needs, means that your portfolio will have the flexibility required to find opportunity in changing economic conditions.
Service is integrated into all aspects of the Hinds Team's business practice. We pledge proactive communication, encourage clients to call or email on any subject, and provide opportunities for clients to advantage of the full range of resources a Merrill relationship can offer. We help in many areas of financial decision making, including:
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Appropriate retirement solutions for income and succession
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Special Needs financial planning and management
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Business retirement plans
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Education planning
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Cash management strategies
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Portfolio Construction
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Access to Bank of America trust, lending, and credit solutions
There are few gifts as meaningful as parents providing for the financial security of a child. And while all investors can receive help pursuing their unique financial goals, the team's primary focus is on working with parents of children with special needs or disabilities.
We take great pride and joy in helping you create and integrate potential special needs strategies, while keeping in mind your other financial goals in life. That's why the time is taken to sit down with you and listen carefully so a personal plan can be formulated just for you.
Special needs households may be full of love, but the costs of healthcare, as well as decisions that have to be made about schooling, retirement, and time off for family caregivers, can put a strain—financial and emotional—on any relationship. Working with many special needs families and situations provides the experience and insight needed to help you take the first step in planning for the present and future.
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.
ChSNC®, CFP®, 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.
