A Portfolio Built For Retirement Needs
How a couple and their Merrill Lynch Financial Advisor balanced their need for safety with a strategy for growth.
How a couple and their Merrill Lynch Financial Advisor balanced their need for safety with a strategy for growth.
Rick and Barbara Fulmer used to bear the burden of carrying out a long-term financial strategy without professional advice and guidance. The Florida couple spent countless hours trying to determine the best investments — until they met Merrill Lynch Financial Advisor Steve Wools, who worked with them to determine their financial goals, time horizon and risk tolerance and help them design a portfolio to get them there. And when Rick, an attorney, wanted to start his own firm, Wools was by his side, helping him find the right financing.
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