Worried about who would care for their autistic son after they were gone, Heidi and Tal Kaufmann turned to their Merrill Lynch Financial Advisor for help in crafting special financial solutions to secure his future.
A sound financial strategy, created with the help of two Merrill Lynch Financial Advisors, is helping this couple cover the significant costs of providing the long-term care their special needs son requires.
Your portfolio can reflect your beliefs without requiring that you sacrifice your financial goals. That's what a growing number of people involved in what's called "socially responsible investing" have discovered. Utilize Assessing Your Goals to see if this type of investing is right for you. See a video showing how philanthropist David Krempels invested assets from a legal settlement according to his beliefs and used the proceeds to found the Krempels Brain Injury Foundation.