Leonard, It was a pleasure speaking with you.
I am reaching out to introduce our group and address any questions you may have. Our team works at Merrill Lynch as a wealth advisory practice that serves a select number of successful families, as we understand the challenges that accompany wealth and help families secure their financial legacy.
We provide customized services combined with the global resources of one of the largest financial firms in the world to assist clients meet their goals, including:
• Financial plan review and implementation
• Banking, lending, financing, mortgages, and loan restructuring
• Consolidation of retirement accounts, IRAs, 401ks, 401bs, etc.
• Evaluation and implementation of business plans
• Trusts & estate/tax planning, including pre-liquidity planning
• Evaluating insurance, healthcare, education and retirement needs
• Cash flow management and planning
• Efficient multi-generational wealth transfer We have developed and refined a process that puts all the pieces of the financial puzzle together as clients’ lives and/or businesses unfold and needs evolve so they can always have the complete picture.
When convenient, I hope that we can find time to connect and discuss your objectives. My contact information is below. Please feel free to reach me anytime.
We look forward to speaking with you.
Victor Martinez Assistant
Vice President Senior Financial Advisor Senior Portfolio Advisor Merrill Lynch, Pierce, Fenner & Smith Inc.
2301 Rosecrans Ave., Suite 3150 El Segundo, CA 90245
T 310.536.1625
F 310.933.4132
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