The Kingshill Group
There are many complexities and challenges facing your family in a financial world that is constantly evolving. The Kingshill Group strives to provide an exceptional client experience in wealth planning, investment management and service. We are attuned to what matters to you – your objectives and needs, values and priorities. We bring greater clarity and structure to managing the key aspects of your financial life.
We are dedicated to helping you through the different stages of your financial life. Our approach is simple, transparent and backed by the investing insights of Merrill Lynch Wealth Management and the banking resources of Bank of America.
Saving Goals
We will assess what is needed to save in a tax efficient manner for life's goals, such as education costs and retirement.
Retirement Outlook
We are especially skilled in helping our clients take a more proactive approach to retirement by:
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Optimizing Social Security Claiming strategies to maximize their benefits
- Deploying Roth Conversion strategies to minimize their long term income taxes
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Preparing sophisticated retirement forecasts and plans to better improve our clients abilities to make smarter decisions about retirement
Wealth Transfer Services
Working with specialists from Merrill, and in coordination with your attorneys and accountants, we can help you develop an efficient wealth transfer strategy. We can guide you on trust investments, charitable giving, life insurance and other tactics to help you pass on your wealth the way you want.
CRPC™
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.
