12/17/2023 0 Comments Merrill lynch ira![]() ![]() Multiple team members proficient in Spanish.Evaluation of contribution rate and investment mix within your 401(k) & SERP.Optimizing and planning for Retirement cash flow.Managing Portfolio Risk through concentration and correlation analysis.Personalized Wealth & Future Cash Flow Analysis.Working with you in a time-sensitive manner, knowing that you are extremely busy and your career is a priority.Gaining easier access to cash, even though your cash flow may be uneven throughout the year.Developing a long-term financial strategy.Navigating and complying with SEC rules.Reducing the risk of a concentrated stock position.While unique, your needs as a corporate executive might include: We can help you prioritize your goals and take the necessary steps to help you actively pursue them. As a successful corporate executive, you are often time-constrained and need to balance multiple professional and personal goals. We understand the challenges that corporate executives face in their financial lives, and we can help develop a customized wealth management strategy tailored to your individual situation. Establishing their legacy through family foundations and philanthropy.Preparing for the cost of education for their children and grandchildren.Transferring wealth to the next generation.Managing their concentrated equity holdings.Making the most of their compensation & benefits.Living the retirement lifestyle they envision.Our clients count on us to help them pursue their financial and life goals, including: It is our mission to help clients identify and reach their goals at every stage of their lives – from the birth of a child to sending children to college, from attaining adequate healthcare coverage during retirement to leaving the legacy they desire. This allows us to build a plan around your life priorities and provide ongoing advice to navigate through market fluctuations and changes in your life. Only when we understand what matters most to you can we help create a financial strategy that truly reflects your personal desires and goals. ![]() The process starts with getting to know you. Through our collaborative approach, we work with you to design a customized financial strategy to help you pursue what is most important to you. Our wealth management philosophy places you, the client, front and center. ![]()
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