Team Furey Kleine
Our entire team shares a common goal: to help you achieve your personal financial goals. Every step in the process takes into account your personal perspectives and priorities. Our goal is to help bring simplicity and transparency to the complexities of investing, turning the often-intimidating task of planning for the future into an exciting journey of helping you pursue and reach your goals.
The various stages in life often require adjustments in your financial and life goals, including:* The retirement lifestyle you envision* Preparing for the cost of the best education possible for your children and grandchildren* Strategies for preserving and growing wealth* Wealth transfer to the next generation* Establishment of your legacy through family foundations and philanthropy* Diversifying business interests* Tax-minimization strategies* Access to the banking and lending solutions of Bank of America Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
CPFA®, CPWA®, 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.
