The HC Group
Here at The HC Group, we strive to create meaningful "client experiences" that extend well beyond what you may expect from a financial advisory team.
The process begins with an understanding your life priorities, risk tolerance, liquidity needs, your specific timeline, financial resources, goals, and any concerns you have. The process then progresses to a financial strategy aligned to what matters most to you; one supported by the investment resources at Merrill and the banking convenience & technology of Bank of America. All of this culminates with a personalized wealth management strategy designed to help you achieve your financial goals.
By listening more than talking and providing our undivided attention, we can craft thoughtful, highly personalized strategies to help simplify your complex challenges, complement the efforts of your CPA and attorney, and bring clarity to your life’s most significant transitions – whether you’re nearing retirement, recently divorced or widowed, welcoming a child back home after college, beginning a second marriage, or launching a new venture.
Our commitment to you is ongoing. Together, we look forward to strengthening your financial security and making you comfortable with the road ahead.
We believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill and the banking convenience of Bank of America, we will work with you to develop strategies that are designed to address your priorities and financial needs.
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.
