The Zelin Group
The Zelin Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.
For corporate executives, we offer guidance for diversification* of concentrated stock positions. Business owners receive the assistance needed to build company benefit plans and access to Bank of America for help in addressing cash flow, lending needs and other bank-related needs. Those corporate executives nearing retirement are provided with insight from which to consider inflation, health care costs and other factors to help you pursue your desired lifestyle. The team is available to talk with you and explore potential strategies available to you.
*Diversification does not ensure a profit or protect against loss in declining markets.
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.
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.
