The Normand Group
The Normand Group offers a goals-based wealth management approach that puts clients, rather than the market, at the center of our process. Providing you access to the global investing resources of Merrill and the banking convenience of Bank of America, we assist clients in identifying and prioritizing personal goals, which might include planning for and funding children’s or grandchildren’s educations, helping ensure that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a financial strategy aligned with your goals.
We believe the best financial approach 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. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
You've paid into the system for years and now it's your turn to reap the rewards of your hard work. However, there are many rules governing when and how you can receive thes funds. Join us for an informative event during which we'll discuss:
- Who is eligible for Social Security benefits.
- What factors you should consider before starting your benefits.
- When is the most appropriate time to start taking benefits.
- Ways in which you can potentially maximize your benefits.
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.
