The Eger Rush Group

Who We Typically Help

### **Business Owners** • Preparing for a future sale, ownership transition, or succession event • Evaluating the tax and wealth implications of a liquidity event • Coordinating business, estate, and family planning objectives • Preserving wealth beyond the business itself ### **Corporate Executives** • Navigating executive compensation and equity\-based incentives • Managing concentrated stock positions • Making tax\-aware investment and retirement decisions • Planning for career transitions, retirement, and long\-term wealth transfer ### **Families** • Multi\-generational wealth planning • Estate and legacy planning strategies • Retirement income planning • Philanthropic and charitable giving objectives • Tax\-efficient wealth transfer strategies

Our Coordinated Planning Approach

We believe wealth management is most effective when advice is coordinated rather than compartmentalized. Many successful individuals work with multiple professionals, including CPAs, estate planning attorneys, business advisors, and investment managers. While each serves an important role, significant tax and planning opportunities can be missed when those conversations occur in isolation. Our role is often to help connect those moving pieces, providing clients with a more complete perspective as they make important financial decisions. We strive to simplify complexity, communicate clearly, and provide guidance that reflects each client's unique goals and circumstances.

Let's Start a Conversation

Whether you're preparing for retirement, managing significant wealth, evaluating a business transition, or simply looking for another perspective, meaningful financial decisions deserve thoughtful analysis. We welcome the opportunity to learn about your goals, understand your priorities, and explore whether our team may be a good fit for your needs. Every successful planning relationship begins with a conversation.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition