We take the time to listen and learn about the needs and goals of your institution and its employees – it’s these real-world insights that guide our strategies and personalized service.
We bring the resources and thought leadership from Bank of America Corporation and its affiliates to bear in helping you create a strong, compliant benefits program that runs smoothly, engages your employees and makes your job easier.
You and your employees are at the center of everything we do. That’s why take the time to understand the needs and goals of your organization and its employees and then work with you to create a plan that aligns with your benefits philosophy, objectives and budget. can be a knowledgeable resource for you and can recommend action-based strategies to help improve plan participation. We can also support you with access to investment and fiduciary services, employee education and ongoing involvement in your plan including regular plan check-ins.
As Bank of America Merrill Lynch Retirement Accredited Financial Advisor[s] (RAFA), The Lassek, Schubert, Stoddard Group is one of a select group of Merrill Lynch advisors specialized in defined contribution plans who can add value to your plan by:
1 Fiduciary Advisory Services is an investment advisory service sponsored by Merrill Lynch. It will only be offered to defined contribution plans recordkept by Bank of America Merrill Lynch and plans recordkept by our Advisor Alliance providers. It is available for plans up to $500 million in plan assets. For more information on plan eligibility speak to your Merrill Lynch advisor.
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
At Bank of America Merrill Lynch, we take the time to listen and learn about the needs and goals of your institution and the people it serves – it’s these real-world insights that guide our solutions and personalized service.
When you work with The Lassek, Schubert, Stoddard Group, you benefit from the experience and knowledge we’ve gained from working with many institutions across the nation. We’ll bring all the latest thinking, insights and research from across Bank of America Corporation:
Bank of America Merrill Lynch Global Commercial Banking (GCB) provides a full range of commercial banking services to help your organization meet today’s challenges head-on and fuel sustainable growth. Specialists are committed to providing institutions like yours with banking solutions, including cash management and lending as well as investment solutions through Merrill Lynch. GCB offers institutions solutions to help increase cash flow, streamline benefits plans and expand geographically. GCB brings clients the full capabilities of Bank of America Corporation and its affiliates paired with local service.
Merrill Lynch Wealth Management (MLWM) provides access to market knowledge and financial experience. Merrill Lynch can help your organization make decisions that suit its needs and goals. Our education and insights can help your organization understand what’s driving today’s markets and tomorrow’s potential global opportunities. MLWM serves clients across the wealth spectrum, with personal advisor relationships that helps each individual investor plan for and pursue their unique financial goals.
“Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.
No two people are alike. Consequently, there is no singular wealth management strategy or tactic that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:
Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We see ourselves as a financial resource, helping clients with the process of transferring wealth to the younger generation.
Focus On Individuals, Families and Business Owners
We offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial goals based on the following seven areas:
• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals
We'll also draw on our industry knowledge and experience to make recommendations for strategies around the following:
• Credit and banking needs through Bank of America
• Risk management
• Trust and estate planning services
• Investment management
Our team host several educational dinner events and small group meetings in the Omaha and Lincoln areas.
If you and/or a guest have any interest in attending any of our events, please do not hesitate to contact us.
*Reservations are required for each event.