Amy Burchett

The Planning Process

Our work together starts with a conversation about what is most important to you and your family. By gaining a clear understanding of your goals, concerns, and overall financial picture, I can help identify opportunities and create a path forward that reflects your unique needs and priorities. Together, we develop personalized strategies designed to support your priorities and long\-term objectives. As life evolves, financial strategies should evolve as well. Through ongoing communication and regular reviews, I work alongside clients to help them stay on track toward their goals and navigate life's changes with confidence.

What You Can Expect

Meaningful relationships are built on trust, communication, and a genuine understanding of what matters most. Whether you have a question, are facing an important financial decision, or simply want to discuss changes in your circumstances, I strive to be a trusted resource you can turn to with confidence. Open communication and timely follow\-up are priorities, and I am committed to helping you stay informed and engaged throughout our relationship. In addition to providing advice, I help clients understand the strategies, considerations, and opportunities that may impact their financial lives. My goal is not only to provide guidance, but also to empower clients to make decisions with greater clarity and confidence. My clients benefit from the resources, insights, and research capabilities of Bank of America and Merrill, as well as a collaborative network of experienced professionals. Together, these resources help me deliver personalized guidance tailored to each client's unique needs and goals.

How I Help Clients

Financial planning often involves balancing multiple priorities, both today and in the future. I work with clients to develop strategies that align with their goals and support the life they envision for themselves and their families. **Personalized Wealth Planning** Financial goals become more meaningful when they can be measured and put into action. I work with clients to evaluate their current financial picture, prioritize what matters most, and develop personalized strategies designed to pursue their goals. Whether planning for retirement, funding education, purchasing a second home, or creating a legacy, a comprehensive planning approach can turn aspirations into actionable steps. **Retirement Planning** Retirement involves more than accumulating assets. I help clients evaluate important decisions such as when to retire, how to optimize retirement income sources, Social Security considerations, and withdrawal strategies designed to support their lifestyle and long\-term objectives. **Investment Management** Investment strategies should align with a client's goals, risk tolerance, and time horizon. In addition to personalized portfolio guidance, clients benefit from the research, insights, and resources available through Merrill and Bank of America, as well as access to a broad range of investment solutions. **Business \& Exit Planning** Business owners often face unique financial opportunities and challenges. I work with business owners to explore strategies that help maximize available planning opportunities, improve tax efficiency, support retirement readiness, and address important considerations related to business succession, transitions, and exit planning. **Wealth Preservation \& Legacy Planning** Preserving wealth often requires thoughtful planning across generations. I work with clients to explore strategies designed to help protect their assets, support loved ones, and create a lasting legacy aligned with their wishes. **Life Transitions** Major life events often bring new financial considerations. Whether navigating a career change, retirement, inheritance, the sale of a business, or another significant milestone, I help clients evaluate their options and make informed decisions with confidence.

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