Acker & Associates
Life is a journey- the dreams you realized and some you have yet to accomplish. Do you have a roadmap to help get you there? It’s a matter of fitting your “puzzle pieces” together—pieces that represent actions you’ve taken and investments you’ve accumulated—which can be turned into a “big picture” of what may lie ahead. We take pride in possessing the experience and perspective that can help turn your goals into reality…and we can help you navigate the many cycles of life. We believe that when you succeed, we succeed.
The intersection of wealth, health, family and business can be a source of opportunities and challenges. Our team can assist you in identifying goals and addressing thoughtful financial strategies designed specifically for your future.
The process starts by identifying and positioning various pieces of each client's personal financial puzzle. It's not just about markets and returns, it's about what goals matter most to clients.
- We have as many conversations as it takes to help clients determine how each piece fits so we can comprehend the kind of life they want to live.
- We draw upon behavioral finance research that helps us to better understand their investing preferences, assisting us to customize goals-based strategies we can develop in coordination with clients' needs and desires.
- Once the puzzle takes shape, we feel that clients are prepared to engage the life planning phase with us.
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.
