Getting Personal

True wealth is about more than money. It's about achieving the life you desire. It's about keeping your family safe, loving your work, having the time to pursue your passions, and the means to help those less fortunate than you.

Whatever your goals are — and they will change throughout your lifetime — a Merrill Lynch Financial Advisor will take time to get to know what matters most to you, then help you achieve them. "My goal is not to impose solutions. It's to help clients express their wishes about what matters most," is how one Merrill Lynch Financial Advisor puts it. He is typical of our Financial Advisors, all of whom undergo extensive training so that they can help clients make the most of the firm’s world-class products, services and research to align their portfolios with their personal goals.

We invite you to explore our broad array of solutions and talk with a Merrill Lynch Financial Advisor about how they might fit your needs. Why not start a conversation with a Merrill Lynch Financial Advisor now?

SUCCESS STORIES: Meet Clients Who Achieved Life Goals with the Help of Their Merrill Lynch Financial Advisor
Joel and Isabelle: Crafting a Retirement Plan for the Recession

With the help of their Financial Advisor, these retirees are finding ways to maintain their comfortable lifestyle even in today's downturn. 
The Ehmanns: Tightening Family Budgets, Maintaining Long-Term Goal

Saving for their children's college and their own retirement has become a more difficult balancing act for this couple in today's economy. 
The Guthries: Continuing to Invest in the Markets - and Themselves

Though they've had to delay retirement, this couple is still optimistic about their future and the investment strategies they've put in place with their Financial Advisor. 
Swimming to Gold — and Thinking Ahead

Olympian Ryan Lochte is working toward the 2012 Games in London. What happens after that? His Financial Advisor is helping to shape a strategy. 

Ask a Merrill Lynch Financial Advisor:

How can I improve the tax efficiency of my portfolio?

What are the advantages of front-load funding my child's 529 college savings plan — and what is the maximum amount I can contribute in one year?

Are Real Estate Investment Trusts a good buy now?

Is a Trusteed IRA the best way to ensure that all the children in my blended family are taken care of in our estate plan?

As a business owner, what options do I have for providing for my retirement and that of my employees?