Based out of New Canaan, Connecticut, our advisors combine for more than 60 years of experience in the industry, and our team has a tremendous track record servicing clients. When you work with The Hoelzer Steele Group, you are not just getting an individual, you are getting an entire team supported by decades of experience and varying areas of expertise within the financial services industry. We strive to earn and maintain your trust by fulfilling your needs and expectations while focusing on frequent communication, honesty and transparency.
We focus on your needs with a holistic approach, taking into consideration your investment objectives, time horizon, liquidity needs, short and long-term goals and risk tolerance. We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? We believe your unique goals should be at the center of all of your financial decisions and form the foundation for your financial strategy. Whether it's customizing your financial approach to help you pursue your passions, preparing for meaningful life events and expenses, transferring wealth to the next generation, or providing advice and guidance to help you stay informed, we start by listening to learn more about you and your family.
No matter what stage of life you are in, whether single, married, divorced, widowed; working or retired, there are important financial questions every woman should understand. The great news is that women are holding higher-paying jobs, starting their own businesses and living longer than ever before. This all creates a unique financial journey for women. That's why it's so important to understand your personal situation and have a plan in place. This brief webinar will discuss how to prioritize what matters most to you and start building the financial future you deserve. I hope you can find the time to attend this short, yet informational, webinar and feel free to invite any friends or family members who you think may benefit.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
