Hinds Team
We help our clients build their financial future on three pillars: Knowledge, understanding and service.
Our Priority is to work with each client to understand and develop their objectives, focusing all components of their personal resources towards pursuing the goals that matter to them. This relationship allows every client to have an individualized financial strategy, one that is reviewed, tested, and adapted according to the client's needs and changing circumstances. The Hinds Team planning process is designed to help clients take control of their financial situation, have a clear understanding of their goals and the steps to be taken to pursue them, and the ability to track progress towards realizing their vision.
Our investing principles are backed by a deep, thoughtful knowledge of the capital markets. We employ a dynamic approach to portfolio construction and management, informed by fundamental analysis and grounded on a disciplined selection of the securities our clients own. Knowledge of the markets, coupled with an extensive understanding of each client's personal needs, means that your portfolio will have the flexibility required to find opportunity in changing economic conditions.
Service is integrated into all aspects of the Hinds Team's business practice. We pledge proactive communication, encourage clients to call or email on any subject, and provide opportunities for clients to advantage of the full range of resources a Merrill relationship can offer. We help in many areas of financial decision making, including:
- Appropriate retirement solutions for income and succession - Special Needs financial planning and management - Business retirement plans - Education planning - Cash management strategies - Portfolio Construction - Access to Bank of America trust, lending, and credit solutions
There are few rewards as meaningful as that of a parent providing for the financial security of their children. And while we can help any investor pursue their unique financial goals, our primary focus is on working with parents of children with disabilities. We work with families like our own. Our group has firsthand experience as financial advisor Dominique Dupont is a mother to a daughter with Cerebral Palsy and has gone through the planning process for her own family.
The Hinds Team has the skills to take a holistic view of the entire family with planning for both the parents and the child. We assist families develop their specific goals based on timeframes and cash flow needs, collaborate with clients' other professionals such as CPAs, attorney, and trust officers. We help identify resources that are relevant to your family's well-being; all while understanding the critical importance of protecting government benefits.
We truly understand the challenges that familiies like ours face. That's why we will always take the time to listen carefully whle we explore potential solutions together. We are here to help you navigate these complexities and ultimately develop a financial plan that supports you, your child, and your family.
Let's start this process together.
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.
