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What Matters Most To You?


You have important priorities, and
you know what you care for most in
life: let a Merrill Lynch Financial
Advisor help you align your portfolio
with your personal goals.
Caring For My Family

You want to be ready to support
your family at every milestone. A
Merrill Lynch Financial Advisor can
help you manage your wealth so you
can feel as prepared as possible for
what may come next.
Preparing For Retirement

Will you have enough to live the
retirement life you want? Let a
Merrill Lynch Financial Advisor work
with you to examine retirement-
planning solutions and prepare you
for your post-career life.
Growing My Business


These days, taking a wait-and-see
approach is no way to run a small
business. Your Merrill Lynch
Financial Advisor can help you
discover strategies for future
success.
Pursuing My Dreams

With the right help, you can pursue
the life you always wanted. A Merrill
Lynch Financial Advisor can help you
restructure your portfolio so it's
designed to get both your short-
term and long-term goals on track
again.
Estate Planning &
   Philanthropy

By allocating funds wisely and
employing tax-advantaged financial
tools, you and your Merrill Lynch
Financial Advisor can work together
toward providing wealth for future
generations and lifeblood for the
causes that matter most to you.

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Merrill lynch wealth management - what matters most to you

  • 2. What Matters Most To You? You have important priorities, and you know what you care for most in life: let a Merrill Lynch Financial Advisor help you align your portfolio with your personal goals.
  • 3. Caring For My Family You want to be ready to support your family at every milestone. A Merrill Lynch Financial Advisor can help you manage your wealth so you can feel as prepared as possible for what may come next.
  • 4. Preparing For Retirement Will you have enough to live the retirement life you want? Let a Merrill Lynch Financial Advisor work with you to examine retirement- planning solutions and prepare you for your post-career life.
  • 5. Growing My Business These days, taking a wait-and-see approach is no way to run a small business. Your Merrill Lynch Financial Advisor can help you discover strategies for future success.
  • 6. Pursuing My Dreams With the right help, you can pursue the life you always wanted. A Merrill Lynch Financial Advisor can help you restructure your portfolio so it's designed to get both your short- term and long-term goals on track again.
  • 7. Estate Planning & Philanthropy By allocating funds wisely and employing tax-advantaged financial tools, you and your Merrill Lynch Financial Advisor can work together toward providing wealth for future generations and lifeblood for the causes that matter most to you.