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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.


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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.


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.


  • Merrill Personal Wealth Analysis®

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

  • Financial Checklist

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

  • New to Merrill?

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


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