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FAQ
How much is the initial consultation? The initial consulation is always free
How much money do I need to have in order to meet with an advisor? There is not required amount needed to meet with an investment advisor. We have broad array of options to create a plan to suit your needs.
What will meeting an advisor be like? An open discussion about what's important to you in different areas of your life, including finances, home, family, work, health, leisure and giving A review of what steps you've already taken toward each of those goals, as well as when you would like/expect each goal to happen A dialogue about which financial resources you have available to pursue your goals. An agreement about next steps to take to pursue those goals
When can I meet with an advisor? Advisors are available meet. Monday – Friday from 9AM – 6PM CT. Schedule an appointment and choose a day and time that works best for you.
Why should I meet with an advisor? Whether you're just starting out or have some investing experience, advisors are here to help create your strategy and put your plans into action. Advisors can not only you help you set and prioritize your goals but also create a personalized financial plan built for you. Advisors can help you understand how the different levels of investing risk can impact your rate of return and develop a plan so you're less likely to outlive your money in retirement. Advisors can help you understand your choices regarding what to do with an old 401(k) after you change jobs. **
** You have choices about what to do with your employer-sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer-sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment (particularly with reference to employer stock), and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. For more information visit our rollover page or call Merrill at 888.637.3343.