Explore our planning tools
Your actions today make a difference for tomorrow. Our tools are designed to get you thinking about your goals and develop a plan with an advisor.
Retirement Readiness Quiz
Take our quick, two-minute quiz to determine your retirement planning progress across three key areas and get suggested next steps to help you continue your journey forward with confidence.
Retirement Calculator
There’s a lot to think about when it comes to your retirement. Our calculator can help you prepare for the financial side of things.
Investment Personality Assessment
Understanding your priorities and goals is a big part of how your advisor can create a plan uniquely yours. These four questions will give you a sense of the conversations you'll have together.
Goals Review
The subject matter is you – your priorities, goals and concerns. The result is a personalized set of insights and resources.
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Merrill Personal Wealth Analysis®
It’s your full financial picture with charts and graphs bringing your goals, finances and solutions to life.
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Financial Checklist
Your financial plan can always use a check in. After all, as life changes, your plan should adjust accordingly.
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Ready to get started? So are we.
Try Merrill Advisor Match for a more personalized way to choose an advisor.
