Slattery Hruby SHB Wealth Management Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Addresses planning for healthcare costs in retirement & the 2 key risks clients face.(1) What Medicare covers & the increasing out-of-pocket expenses that need to be included in their retirement income plan. (2) Financial impact of a long-term healthcare event & the types of LTC insurance available
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.
