Cavi, Fortune & Associates
You want to live the best life possible with the assets available. We can help you plan for your eventual transition into retirement, or help you to structure your legacy after you are gone, manage your investments and cash flow with prudence and care, and help you mitigate your insurable risk.
Whether you need to create a long-term financial strategy, manage your investments, insure a life, or create a retirement plan for you or your company, we believe in delivering Merrill's cutting edge resources with a personal touch. You matter, and we’re here to help you.
No two investment approaches are alike because no two investors are alike. Working closely with you the team examines key components of your life plan to help you create a financial strategy with personalized advice and measurable goals. The team helps you track progress to your goals and works with you to adjust your investment style and strategy over time, as needed.
CFP®, CPFA®, CRPC™, CRPS™
CIMA®, CPFA®, 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.
