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RSR Wealth Management Group
- phone
940.297.6972
- address
1 Cowboys Way
Frisco, TX 75034
Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
RSR Wealth Management Group
Welcome
We believe that you should be fully involved in the wealth management process. Instead of simply starting a client relationship with an investment-focused discussion, we begin with an assessment that helps us determine your investment personality. That information helps us identify and address individual goals that are personally meaningful to you. With a better understanding of how you feel about investing, we can work with you to develop an approach designed to help you make the most of your financial resources as you pursue your specific goals.
Our Philosophy
The RSR Wealth Management Group has more than three decades of combined industry experience, offering wealth management strategies to individuals and families, and providing them with guidance towards realizing their financial dreams.
Our goals-based approach, along with our integrated strategies, are designed to help our clients simplify and better their financial lives. This philosophy provides the framework for the relationships we build with our clients.
Everyone’s money has a job to do, and our job begins with helping our clients articulate what the primary intent is for their wealth. Simply by asking questions like, “what does your money need to do for you” and “what would you like your money to do for you”, we’re able to uncover the most meaningful objectives our clients have for themselves, and their loved ones.
Whether it’s planning for that next stage in life, such as retirement or starting a business, education planning for children or grandchildren, or wealth transfer and estate planning services, our guidance and strategies are tailored towards helping achieve the best outcomes for our clients.
We understand that life and the financial markets change over time, so an essential element in achieving these outcomes, are regular reviews to help us stay on course. By periodically reviewing and discussing these changes, it allows our clients to focus more on some of life’s priorities, such as family, health, home and leisure, as we work together towards achieving their goals.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We start by getting to know you and how you feel about the following seven life priorities.
- 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
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Create a plan that is all about you.
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.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.
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Why Merrill?
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.
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