By understanding your unique priorities and financial situation the team can help you plan for the retirement you’ve envisioned — it’s about preparing and keeping your finances in line. The process begins by listening and learning about your vision for retirement. The team then works with you to develop a customized retirement strategy that takes your unique retirement goals and entire financial picture into account. We revisit your goals and help you make adjustments to your plan, as needed, to help you stay on track.
By understanding your unique priorities and financial situation the team can help you plan for the retirement you've envisioned — it's about preparing and keeping your finances in line. The process begins by listening and learning about your vision for retirement. The team then works with you to develop a customized retirement strategy that takes your unique retirement goals and entire financial picture into account. We revisit your goals and help you make adjustments to your plan, as needed, to help you stay on track.
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.