Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Welcome to Merrill Lynch. For our clients, we thank you for your trust and loyalty; we look forward to continuing to help you achieve your financial goals. For prospective clients, thank you for taking a look; we would be honored to talk with you about our approach and your needs.
The Anderson Group is a wealth management team serving select families, professionals, law firm partners, and business owners in the Kansas City area and across the country. Using the sophisticated resources of Merrill Lynch, we provide investment management along with advice and guidance on a wide array of financial topics. The “advice and guidance” duties are a critical aspect of helping our clients achieve their financial goals, and navigate life's financial complexities. To understand and achieve financial goals, we utilize a deliberate discovery process, and a consistent portfolio management and review process. To help navigate financial complexities, we work with our clients in such areas as Social Security analysis, life insurance review and analysis, long-term care planning, IRA distributions, tax efficiency, estate planning considerations, and so forth. These areas and more are part of the ongoing advice and guidance that we provide.
*Merrill Lynch does not provide tax or legal advice.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.
We believe our clients realize the full value of our relationship, including:
Merrill Lynch is blessed with sophisticated tools, personnel, and investment strategies we leverage to support our efforts. Using the broad investing resources of Merrill Lynch, we can:
With your permission we can also work closely with your other professionals, such as attorneys, accountants and other specialists, to help you pursue your goals.
While each client has unique needs, many of our clients fall into one of the following segments:
Life Transitions include job changes, retirement, inheritance, divorce, loss of a spouse, or receipt of a financial windfall. These events require strategic financial decision-making, for which we are well-suited to provide assistance. In many instances, the initial decisions as well as the ongoing guidance can provide an enormous difference in outcome, often a difference that extends to multiple generations.
For the past 10 years, a major focus of Clint's practice has been working with law firm partners. Our law partner clients appreciate the experience and deep understanding of their unique financial situation.
Many of our clients are financial professionals who have a sophisticated understanding of financial markets. This includes such professionals as CPAs, CFOs, private equity partners, investment bankers, and commercial bankers. These professionals recognize the value of the time and tools we utilize for them.
Clint is one of a select group of Merrill Lynch advisors that have earned the designation of Retirement Accredited Financial Advisor (RAFA). Focusing on defined contribution plans, we leverage the broad resources from across the firm and personalized service to focus on your plan goals and assist you in meeting your fiduciary requirements.
We utilize our Advisor Alliance network for small business 401-k plans. This network is a group of carefully selected third-party providers from which to choose competitive recordkeeping and plan administration services.
Services we offer business owners:
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.