Explore our planning tools
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.
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.
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.
The subject matter is you – your priorities, goals and concerns. The result is a personalized set of insights and resources.
Merrill Personal Wealth Analysis®
It’s your full financial picture with charts and graphs bringing your goals, finances and solutions to life.
Your financial plan can always use a check in. After all, as life changes, your plan should adjust accordingly.
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