The Lilley - Liapis Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
OUR TEAM FOCUSES ON HELPING CREATE CUSTOMIZED STRATEGIES FOR FAMILIES WHO DESIRE A LIFETIME OF INCOME.
You've dedicated years to saving for financial independence.
In the midst of the hard work, you always knew the time would come to let go and enjoy your life in a whole new way.
You simply never anticipated that planning for a lifetime of income without a job would create so many difficult questions…
As you plan your transition you may wonder…
• How can I build a lifetime income plan and measure its potential success?
• How much do I really need to continue to live my current lifestyle?
• How can I create a rising income stream to offset the effects of inflation and future healthcare expenses?
• When should I take Social Security and what method should I use?
• What can I do to defend my assets from uncertain markets?
• How do I provide for the people I really care about today and in the future?
CREATING A NEW STRATEGY CAN GIVE YOU NEW CONFIDENCE
Having a new strategy in place when you transition from your career may give you new confidence that you will be able to continue to provide for loved ones as you manage risk from uncertainties. We consider it a business strategy for your life. That's what we create and maintain for clients every day. The Lilley - O'Toole Group was founded in 1975, to specifically work with families looking to build lifetime income plans. With our combination of wealth advisory capabilities and a disciplined investment process, more than 150 families have trusted us to create a personal strategy and have entrusted us with over $418 million of their hard-earned wealth as of April 1st, 2024. Through a guided process, we help you consider all of the key areas of your life by maintaining a strategic plan to live your life on your terms. As we implement your plan, we proactively keep you informed through quarterly meetings and annual strategic planning sessions. Let's talk about how we can do the same for you and your family.
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.
