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Gain the power of perspective with financial planning at Merrill

We’ve created a financial planning experience you can’t get anywhere else – one that gives you perspective into your total financial like. Financial planning feels very different here. It’s tangible, it’s actionable and it’s designed around your unique needs.

Understand where you are today

Get one of the industry’s most comprehensive views into your wealth with a personalized plan that clearly and visually shows your financial picture.

 

Out of the investors who believe they are receiving comprehensive advice, only one-in-four actually is.1

Set goals for tomorrow

See what’s truly possible with a plan and easily compare potential scenarios, such as developing a strategy for your wealth transfer, buying a yacht, and more.

 

Confidence to reach financial goals increases over 25% with a financial planning report.2

See how you’ll get there

With powerful analytics and advice from your Private Wealth Advisor, you'll see the impact of your financial decisions, determine if you’re on track and get steps to pursue your goals.

 

Satisfaction with investment performance increases almost 30% with a financial planning report.2

Common financial planning myths

Tap + to debunk myths

Ready for a fresh perspective?

Connect with your Merrill Private Wealth Advisor to learn more.

 

Don't have an advisor? Choose one who fits your priorities.

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1According to J.D. Power, Half (51%) of investors believe they are getting comprehensive advice, but among those only one-in-four (26%) really is. And among investors who believe they are getting comprehensive advice, only 26% are receiving advice that meets the J.D. Power definition of “comprehensive.” For more information about the U.S. Full-Service Investor Satisfaction Study, visit https://www.jdpower.com/business/wealth-management-platform.

2GWIM Analytics, Client Satisfaction Survey, Data as of 12.31.23. Percentage satisfied is defined as those responding in the top two boxes in terms of satisfaction.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. Additional information is available in our Client Relationship Summary.

This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Merrill Private Wealth Management is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services are offered by the Private Wealth Advisors through MLPF&S. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

The banking, credit and trust services sold by the Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A., Member FDIC, and other affiliated banks.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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