Every investor is fortunate to have enough cashflow and savings in the short-term to allow their investment assets to target long-term goals. This is true and important for conservative investors, aggressive investors, and everyone in between. The nature of long-terms goals are important to keep in mind… How far away are they and how will each goal be met? We believe that portfolio construction, prudent adjustments, tax efficiency, regular review and communication are basic and essential for our investors’ earned trust, and comfort.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
The team's industry knowledge and experience helps them provide you with:
- Potential risk management strategies
- Trust and estate planning services
- Tax-minimization strategies
- Access to Bank of America for your credit and banking needs
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.
