Retirement & savings

Embark on a journey to secure your financial future with investment services from Merrill Lynch, courtesy of Julie Lane-Bockelman in Grand Junction, Colorado. Whether you're just starting to plan or looking to enhance your existing strategy, it's always the right time to think about retirement, healthcare expenses, and future education needs. Our solutions are designed to cater to these essential life events, offering retirement accounts that are typically tax-advantaged to aid in wealth accumulation for retirement. Consider annuities for a lifetime income post-retirement, and explore education savings options like 529 accounts for tax-advantaged investing towards education expenses. Additionally, manage both current and future healthcare costs with Health Savings Accounts (HSAs) through Bank of America, offering tax-deductible or pre-tax contributions. Ready to take the next step? Start with a complimentary financial consultation from a Merrill advisor by leaving your contact information with us.