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For more information about these services and their differences, speak with your Merrill financial advisor. It is important to understand the differences, particularly when determining which service or services to select.

There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in our Client Relationship Summary. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. You should consult your legal and/or tax advisors before making any financial decisions Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets. Past performance does not guarantee future results. There is always the potential of losing money when you invest in securities. If you have questions regarding your particular situation, please contact your legal or tax advisor. 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.

Finance: Bringing it all together and defining your financial goals.

Work: Working in retirement, selling or starting a business.

Giving: Volunteering, mentoring others and giving to charities.

Leisure: Spending your free time in meaningful ways.

Family: Taking care of your family and other people in your life.

Home: Upsizing, downsizing, remodeling or buying a vacation home.

Health: Managing healthcare expenses, now and in the future.

So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I start by getting to know you and how you feel about the following seven life priorities.

I 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. Focus On Individuals, Families and Small Businesses