Getting My Financial Life In Order

Too many scattered accounts? Not well-enough diversified? Uncertain whether your investments will help you achieve your goals? To get a more in-depth understanding of your current financial situation, talk with a Merrill Lynch Financial Advisor, who may want to start with a free "Assessing Your Goals" analysis.

Some of the issues you'll consider together: What are the best ways to save for my children's college and my own long-term health-care needs? Will my investments give me the retirement income I will need? Are there better ways to manage my debt? Discussing the answers to such questions with your Financial Advisor is the first step to developing an investment strategy that fits all of your personal goals.
SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

Advantage, King

Photograph of Billie Jean King

"The financial advice available to athletes today is far more detailed and valuable than the guidance I received early in my career," says tennis legend Billie Jean King, who defeated Bobby Riggs in a Battle of the Sexes exhibition tennis match in 1973, scoring points for female athletes everywhere. Viewed solely as a tennis match, King’s triumph might have gone down as a footnote next to her 39 Grand Slam titles, including a record 20 at Wimbledon, and her status as the first female athlete to earn $100,000 in a single year. But she recognized that winning it carried the potential to change society forever.

Today, the 62-year-old King's varied interests include serving on the boards of foundations and raising money for favorite causes, including, of course, the rights of women athletes. She credits her Merrill Lynch Financial Advisor with putting together a winning portfolio that allows her the freedom to devote her time to doing what she wants.

Thumbnail of John Dobson

Suddenly single, through death or divorce, after decades of marriage, spouses who've had little involvement in their family's finances often need help getting their financial life in order.
Thumbnail of Kim Bondy

Hurricane Katrina jeopardized the new life she was building, but Kim Bondy is back on track — with the help of her Financial Advisor.

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