Financial planner Merrill Lynch Financial Advisor Ryan Sanders 601 Towncenter Blvd, Tuscaloosa, AL 35406

Our Services

• Investment Management
• Retirement Planning
• Wealth Management
• Tax Planning
• Estate Planning

Engagement Process

When you reach out to us, we will set up an initial consultation to discuss your financial situation, goals, and concerns. During this meeting, we will gather relevant information and begin to outline a personalized financial plan that aligns with your aspirations.

Documents to Bring

For your consultation, it can be helpful to bring the following documents:

• Recent tax returns
• Investment account statements
• Retirement account statements
• Any existing financial plans or agreements

Frequently Asked Questions

What should I expect during my first meeting?
Your first meeting will focus on understanding your financial goals and current situation. We will discuss your needs and how we can help you achieve your objectives.

How often will we meet?
The frequency of meetings can vary based on your needs, but we typically recommend regular check-ins to ensure you stay on track with your financial plan.

What types of clients do you work with?
We work with individuals and families, providing tailored advice for a variety of financial situations.

Are your services fee-only or commission-based?
Our compensation structure may vary; we can discuss this in detail during your consultation.

What investment strategies do you employ?
We utilize a range of investment strategies based on your risk tolerance and financial goals, focused on long-term growth and stability.

How do you ensure my information is secure?
We take security seriously and employ strict measures to protect your personal and financial information.

Can you help with retirement planning?
Yes, we specialize in retirement planning and can help you develop a strategy to reach your retirement goals.

What is your approach to financial planning?
Our approach is holistic, taking into account all aspects of your financial life to create a comprehensive plan tailored to your needs.