Lindhorst Montague Group
The Lindhorst Montague Group places the investor at the center of the wealth management process - while maintaing a market focus. We enjoy helping clients through difficult financial transitions and decisions that occur in their lives. We start with a converstation, building a foundation that helps us understand your risk tolerance, time horizon, liquidity needs, priorities and unique financial concerns. From there, discipline financial strategies can be customized, drawing upon the investment insights of Merrill and with access to the banking convenience of Bank of America.
As your life and the markets change, we will meet to track and adjust strategy, as needed. The range of our services provided include:
* Trust & Estates
* Credit and Lending
* Cash Management
* Insurance Strategies
* Education Funding
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.
ChFC®, CRPC™
CFP®, CPFA™
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.
