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| Walnut Creek, CA | ||||||
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LPL Financial Services
Financial Planning and Asset Managment 1600 S Main Plaza Suite 195 Financial advice and planning that is highly specialized to help meet your unique goals and objectives. Financial Services |
[925] 285-2410 [925] 944-8708 (FAX) |
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Merrill Lynch - Christopher M. Machon
Helping you reach your financial dreams 1331 N. California Blvd. Suite 700 Wealth Management for Domestic Partners: The reality is that, for wealth management purposes, you and your partner are treated not as a couple, but as two single people who do not have the same rights and benefits as a married couple. Without a strategy in place, you run tremendous risks in areas such as tax benefits, retirement and estate planning because your committed relationship is not recognized under federal law or by the law of most states. What does this mean for you and your partner? Wealth management becomes paramount. It's extremely important to build an advisory team, one that understands the unique challenges you face, to create and implement a strategy appropriate for your situation. At Merrill Lynch, we have the experience and resources to help you integrate the pieces of your financial life - including retirement, estate planning, tax-smart investments, banking and other services - and help you make informed decisions so that you and your domestic partner's lifetime goals can be addressed and your legacy wishes can be carried out. Financial Services |
925-945-4831 800-234-3858 925-234-4152 (FAX) |
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