Step 1 of 5

After you answer a few, simple questions, we will provide you with a personalized set of resources. This will also be helpful when starting a conversation with an advisor.

What keeps you up at night?Select the statements that apply to you.

What keeps you
up at night?

Select the statements that apply to you.

Step 2 of 5

What are some of your goals for the future?Select the statements that apply to you.

What are some of your goals for the future?

Select the statements that apply to you.

Step 3 of 5

Why are we asking these questions?

The statements you selected help you uncover what’s most important to you, from among seven key life priorities. This insight can help an advisor work with you to achieve your goals.

Seven life priorities

Finances

Bringing it all together and defining your financial goals.

Home

Upsizing, downsizing or buying a vacation home.

Health

Managing healthcare expenses, now and in the future.

Family

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

Leisure

Spending your free time in ways that are meaningful to you.

Giving

Volunteering, mentoring others and giving to charities. 

Work

Working in retirement, selling a business or starting a new one.

Step 4 of 5

Getting you the right resources

Based on your responses, we selected the highlighted priorities. Feel free to click on others that are important to you, or remove those that aren't.

Dive deeper and we’ll provide resources, articles and videos selected just for you.

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Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. 

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. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. 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. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment, insurance and annuity products:

Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
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Patent: patents.bankofamerica.com

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