Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Stephen J. Blahunka is a Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management in Farmington Hills, MI. As a Wealth Management Advisor, I understand the needs and desires of investors to plan for their future goals and to preserve and grow their retirement assets. My area of focus includes working with executives, physicians, business owners, and retirees on their taxable and retirement personal investment portfolios. In addition, I provide guidance to clients based on their entire financial balance sheet and I am confident that I can add value to your current investment strategy.
Individual and Family Services
• Strategies to preserve and grow your investment portfolios
• Monthly Reviews/Quarterly Portfolio Evaluations/Annual Investment Planning
• Multi-facet diversified income strategies for investors transitioning their retirement assets for income
• Tax minimization and concentrated stock strategies
I understand the business issues that companies are facing in the competitive market to maximize profitability, attract and retain top performing employees, and to control expenses to plan. As a previous CFO, I work with Human Resource and Financial executives to improve employee benefit plans.
• 401(k) program advice to help reduce fiduciary liability and program expenses
• Consistent on-site employee education meetings and individual guidance
• Non-Qualified Deferred Compensation plans for executives
• Chief Financial Officer (Automotive)
• BBA- Central Michigan University, Mt. Pleasant, MI
• MBA (Finance)- Wayne State University, Detroit, MI
• Children's Foundation- Trustee- Detroit, MI
• Central Michigan University- Pediatric Institutional Review Board-Children's Hospital of Michigan- Mt. Pleasant, MI
I strive to provide each of my clients with superior customer service that exceeds their expectations. As a financial professional with Merrill since 2009, I understand how important your money is to you and I accept the responsibility and accountability for helping you reach your goals without unnecessary risk and volatility.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Central Michigan University
Wayne State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.