Merrill Lynch - Total Merrill - Getting My Financial Life in Order

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

Shelter from the Storm

A busy vice president and executive producer at CNN in New York, Kim Bondy had a vision of a simpler life. She bought a house in her native New Orleans and began to renovate it. Then came Hurricane Katrina, destroying her home and putting a big crimp in her dream.

When Patricia Barksdale, her friend and a Merrill Lynch Financial Advisor, called Bondy after the storm to make sure that she and her family were safe, Bondy turned to her for financial advice, and her friend became her Financial Advisor. With Barksdale's help, Bondy invested her savings so that she'd have access to cash for renovations when she needed it and began to diversify her portfolio to better meet her future needs. Now, with her finances in better shape and her house on the mend, Bondy is finally living the simpler life she desired.



Thumbnail of Billie Jean King

With Team Merrill watching over her investments, sports legend Billie Jean King is blazing new, philanthropic trails off the court.
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.
The Importance of Being Organized

This successful business owner needed a streamlined financial strategy to keep both his family's and his business's financial goals on track.

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