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These four questions will give you a sense of the conversations you'll have together.</span></p> <p> </p> </div> <div class="aem-wrap--cta-enhanced section"> <div id="image_661507828" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button button red-cta " href="/life-goals/investment-personality-assessment.html" target="_self" role="button" style=" " aria-label="Take the assessment" data-bactmln="Tile-CTA-_-take-the-assessment-_-content-ml-en-life-goals-investment-personality-assessment-html"> Take the assessment </a> </div> </div> </div> </div> <div class="rtb-container__media js-rtb-media"> <div class="rtb-container__image"> <picture> <source srcset="/content/dam/ML/Planning-Tools/ipa-tool.jpg" media="(min-width: 768px)"/> <img src="/content/dam/ML/Planning-Tools/ipa-tool.jpg" alt="Young kid sitting on dad shoulder and holding kite" class="image__img image-contained"/> </picture> </div> </div> </div> </div> </div> </div> </div> </section> </div> </div> </div></div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section background-container--paddings-small-bottom cool-gray-5-bg" style=" "> <div class="background-container__wrapper align-center" style="max-width:1440px;"> <div class="aem-wrap--positioning-container section"> <style type="text/css"> @media (min-width: 0px) { #positioning_container_1098235819 { margin-top: 0px; margin-bottom: 0px; margin-left: 20px; margin-right: 20px; } } </style> <style type="text/css"> @media (min-width: 1024px) { #positioning_container_1098235819 { margin-top: 0px; margin-bottom: 0px; margin-left: 64px; margin-right: 64px; } } </style> <div id="positioning_container_1098235819" class="positioning-container positioning-container--full "> <div class="positioning-container__wrapper"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small white-bg" style=" "> <div class="background-container__wrapper align-center" style="max-width:1440px;"> <div class="aem-wrap--rtb-container section"> <div class="rtb-container style-black-color " data-cmp="rtbContainer"> <div class="rtb-container__wrapper js-rtb-container rtb-container__wrapper--left layout-50-50"> <div class="rtb-container__media js-rtb-media"> <div class="rtb-container__image"> <picture> <source srcset="/content/dam/ML/Planning-Tools/Your_goals.jpg" media="(min-width: 768px)"/> <img src="/content/dam/ML/Planning-Tools/Your_goals.jpg" alt="Asian man holding his son" class="image__img image-contained"/> </picture> </div> </div> <div class="rtb-container__content align-center"> <h2 class="rtb-container__title black-color headline--md"> Goals Review </h2> <div class="rtb-container__text"> <div class="js-rtb-rte-tagging" data-tagging-label="" data-tagging-class="t-track-inline-hyperlink"><p> </p> <p><span class="font-regular">The subject matter is you – your priorities, goals and concerns. The result is a personalized set of insights and resources.</span></p> <p> </p> </div> <div class="aem-wrap--cta-enhanced section"> <div id="image_573405381" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button button red-cta " href="/life-goals/your-goals.html" target="_self" role="button" style=" " aria-label="Tell us about yourself" data-bactmln="Tile-CTA-_-tell-us-about-yourself-_-content-ml-en-life-goals-your-goals-html"> Tell us about yourself </a> </div> </div> </div> </div> </div> </div> </div> </div> </div> </section> </div> </div> </div></div> </div> </div> </section> </div> <div class="aem-wrap--background-container section"> <section class="background-container background-container--full-bleed "> <div class="background-container__section cool-gray-5-bg" style=" "> <div class="background-container__wrapper "> <div class="parsys_column cq-colctrl-default"><div class="parsys_column cq-colctrl-default-c0"><div class="aem-wrap--positioning-container section"> <div id="positioning_container_143386984" class="positioning-container positioning-container-- "> <div class="positioning-container__wrapper"> <div class="aem-wrap--background-container section"> <section class="background-container background-container--contained "> <div class="background-container__section background-container--paddings-small-bottom cool-gray-5-bg" style=" "> <div class="background-container__wrapper align-center"> <div class="aem-wrap--tile-container section"> <div id="tile_container_725879239" class="tile-container tile-containerLayout--single-block-image js-tile-container" data-cmp="tileContainer"> <ul class="tile-container__columns tile-container__columns--3 " data-variant="single-block-image" data-remove-shadows="false"> <li class="tile-container__item tile-container--single-block-image"> <div class="tile-container__tile cta-included" style="background-color:;"> <div class="tile-container__tile__content tile-container__tile__content--center"> <div class="tile-container__tile__eyebrow "> </div> <h3 class="tile-container__tile__title" style="color:#000;" no-link="true"><span style="font-size: 32.0px;">Plan with Merrill</span></h3> <div class="tile-container__tile__text js-rte-tagging"><p>Investment strategies, resources and tools to give you clarity in every phase of your retirement planning.</p> </div> <div class="tile-container__tile__cta-wrapper"> <div id="image_271570399" class="cta " data-cmp="cta"> <a class="t-track-teaser-cta cta__anchor cta__anchor--button-outline button royal-blue-cta " href="/retirement-planning.html" target="_self" role="button" style=" " aria-label="Learn How?" data-bactmln="Tile-CTA-_-span-style-font-size-32px-plan-with-merrill-span_learn-how_0-_-content-ml-en-retirement-planning-html"> Learn How? </a> </div> </div> </div> </div> </li> <li class="tile-container__item tile-container--single-block-image"> <div class="tile-container__tile cta-included" style="background-color:;"> <div class="tile-container__tile__content tile-container__tile__content--center"> <div class="tile-container__tile__eyebrow "> </div> <h3 class="tile-container__tile__title" style="color:#000;" no-link="true"><span style="font-size: 32.0px;">Financial Checklist </span></h3> <div class="tile-container__tile__text js-rte-tagging"><p>Your financial plan can always use a check in. 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There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.</b><br> </p> <p style="font-size: 12.0px;">Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.<br> <b></b></p> <p style="font-size: 12.0px;">This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our <a href="https://olui2.fs.ml.com/publish/content/application/pdf/GWMOL/Client_Relationship_Summary_CRS.pdf" target="_blank">Client Relationship Summary</a>. </p> <p style="font-size: 12.0px;">This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. 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