Skip To Content

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.


Retirement Readiness Quiz


Take our quick, two-minute quiz to determine your retirement planning progress across three key areas and get suggested next steps to help you continue your journey forward with confidence.


Left dial labeled “Goals and expectations” showing 95% progress, Center dial labeled “Financial foundation” showing 95% progress, Right dial labeled “Long-term plan” showing 95% progress
Young boy with parents

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.


College graduate celebrating with his parents
Asian man holding his son

Goals Review


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


  • Plan with Merrill

    Financial planning that can give you perspective into your total financial life.

  • Financial Checklist

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

  • Ready to get started? So are we.

    Try Merrill Advisor Match for a more personalized way to choose an advisor.


You need to answer some questions first

Then we can provide you with relevant answers.

Get started