Alan Sheldon

Background

About Alan Sheldon

My commitment is to work with people in transition to help them simplify and bring clarity to their financial lives. Along with my team here at Merrill Lynch Wealth Management, I coordinate my efforts with highly regarded outside advisors including attorneys, tax professionals, insurance and especially lending experts that our team has trusted relationships with. I add value to clients through an in-depth approach. I meet with clients up to four times a year, and include an annual Financial Physical to update their retirement plan and make changes as needed. I am constantly looking for ways to provide the best possible experience for clients, which includes valuable feedback from a Client Advisory Board that meets three times a year. You should connect with me if: 1. You are currently retired or nearing retirement and are seeking a customized income retirement plan. Are in the process of a life change such as divorce or loss of a spouse and are seeking professional financial advice. Are self employed or own a business and are considering transitioning. Would like a 2nd opinion with regards to your investment portfolio or retirement plan.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning CounselorSM, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.*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.