My name is Daniel Beaudrie and I’m a Merrill Lynch Financial Advisor, I’ll start by taking the time to get to know you and understand what’s important to you so I can help you develop strategies to pursue your short-, mid-, and long-term goals. I’ll serve as your resource for everything from general investing to retirement planning to saving for the unexpected. I can also provide access to Bank of America specialists for banking, credit, home financing and small business solutions. Together we’ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
Over the last few decades, life expectancy has risen dramatically. Today's retirees are not only living longer, they are living healthier longer. So a question to be answered is "What do you do with those extra years and how will you pay for them?"
No matter how much income you may have, putting a retirement strategy in place could be the most important thing—the first thing—you can do as you work with the team on your overall financial strategy. The team can help you determine your lifetime cash flow requirements, you can then focus on the other pieces of your financial life, including legacy and family needs, volunteering for charitable work, leisure time activities, acquisition of collectibles, and building a second home. Let's talk about customizing and implementing a strategy to help you achieve a comfortable retirement.
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.
