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.
Are your investing skills ready to rock?
Put your knowledge to the test with this short quiz.
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.
401(k) Rollover Calculator
What are your choices for your old 401(k)? Compare all the options for your retirement plan account and speak with an advisor who can help you decide which choice may be best for you.
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.
College Savings Tool
Prepare for the cost of higher education by identifying how much you may need to save and work with an advisor to help you develop a savings plan that aligns with your goals.
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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Plan with Merrill
Financial planning that can give you perspective into your total financial 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.
