Gain the power of perspective with financial planning at Merrill
We’ve created a financial planning experience you can’t get anywhere else — one that gives you perspective into your total financial life. Financial planning feels very different here. It’s tangible, it’s actionable and it’s designed around your unique needs.
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Understand where you are today
Get one of the industry’s most comprehensive views into your wealth with a personalized plan that clearly and visually shows your financial picture.
Out of the investors who believe they are receiving comprehensive advice, only one-in-four actually is.1
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Set goals for tomorrow
See what’s truly possible with a plan and easily compare potential scenarios, such as retiring early, buying a second home, and more.
Confidence to reach financial goals increases over 25% with a financial planning report.2
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See how you’ll get there
With powerful analytics and advice from your advisor, you'll see the impact of your financial decisions, determine if you’re on track and get steps to pursue your goals.
Satisfaction with investment performance increases almost 30% with a financial planning report.2
Common financial planning myths
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Financial planning needs to happen all at one time.
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Financial planning is hard and time-consuming.
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Financial planning for multiple goals is too challenging.
Ready for a fresh perspective?
Work with a Merrill advisor to access a truly comprehensive planning experience.
I want to:
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Financial checklist
From large purchases to educational needs, it’s good to check if your plan is keeping up with life’s changes.
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Retirement ready?
Take our quick, two-minute quiz to check your progress and get actionable next steps.
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Stay on track
Try our easy-to-use Personal Retirement Calculator to estimate how much you realistically need to retire.
Get a new perspective on retirement
Including retirement goals in your financial strategy is a critical component to help give you clarity in every stage of your journey.
Ready to get started? Connect with an advisor.
Have us contact you
We can have an advisor connect with you.
Try Merrill Advisor Match
Or, use a more personalized way to choose an advisor.
1According to J.D. Power, Half (51%) of investors believe they are getting comprehensive advice, but among those only one-in-four (26%) really is. And among investors who believe they are getting comprehensive advice, only 26% are receiving advice that meets the J.D. Power definition of “comprehensive.” For more information about the U.S. Full-Service Investor Satisfaction Study, visit https://www.jdpower.com/business/wealth-management-platform.
2GWIM Analytics, Client Satisfaction Survey, Data as of 12.31.23. Percentage satisfied is defined as those responding in the top two boxes in terms of satisfaction.
3Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate 413 exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
