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Your actions today make a difference for tomorrow. Our tools are designed to get you thinking about your goals and develop a plan with an advisor.

 

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Retirement Calculator

 

There’s a lot to think about when it comes to your retirement. Our calculator can help you prepare for the financial side of things.

 

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Investment Personality Assessment

 

Understanding your priorities and goals is a big part of how your advisor can create a plan uniquely yours. These four questions will give you a sense of the conversations you'll have together.

 

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Goals Review

 

The subject matter is you – your priorities, goals and concerns. The result is a personalized set of insights and resources.

 

Tell us about yourself

  • Merrill Personal Wealth Analysis®

    It’s your full financial picture with charts and graphs bringing your goals, finances and solutions to life.

    Watch how it works

  • Financial Checklist

    Your financial plan can always use a check in. After all, as life changes, your plan should adjust accordingly.

    Take a look at the 10 topics

  • New to Merrill?

    Have an advisor call you to discuss your goals. Just answer a few questions to get started.

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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, rebalancing and diversification do not guarantee against risk in broadly 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 (including financial planning) and other services. Additional information is available in our Client Relationship Summary.  

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