Pursuing My Dreams

Have you been postponing a much-deserved family vacation, going back to college or starting a business? A Merrill Lynch Financial Advisor can offer smart ways that will help you free up the cash you need to do what you want now without putting a dent in your portfolio or compromising your retirement needs later.

Before making any major purchases, ask your Financial Advisor to recommend financing solutions that might reduce costs, improve cash flow, and increase potential tax deductions.
SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor

No Mortgage Needed

Photograph of Brenda and Rich Scholl

The Scholls' dream home is a high-tech paradise, incorporating such 21st century amenities as a picture window in the master bath that converts glass from clear to frosted at the flip of a switch, and retractable walls of windows to let the outdoors in. It's made all the more perfect by its setting, nestled into a rise above the sea on the south side of Maui, Hawaii.

When these tech entrepreneurs with a conservative investing bent were ready to build a home that would reflect their personalities and interests, they turned to their Merrill Lynch Financial Advisor, who worked closely with architects and contractors, anticipating needs and making sure that the couple could leverage their assets to have cash on hand when needed, without penalties. "There were times when I had the opportunity to get a good deal on materials if I acted quickly," recalls Rich Scholl. "Merrill Lynch was able to get me the money I needed within 24 hours."

Thumbnail of David Auburn

A close relationship with his Financial Advisor allows playwright and filmmaker David Auburn to follow his muse
This Former Football Coach Is Tackling Illiteracy Now

Fitzgerald Hill's team of Merrill Lynch Financial Advisors helped him create a financial game plan that allowed him to walk off the gridiron without compromising his family's financial security
Taking a Permanent Sabbatical to Work for Good

With a Merrill Lynch Financial Advisor watching over his portfolio, this client was able to quit his job and pursue his passion — international volunteer work — full time.

Related Articles:

Related Tools:

Related Solutions: