Korkow & Associates of Merrill Lynch
Oct 21, 2013 10:48AM
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What is the process through which you take each client? Through a broad range of discussions, we first assess their unique situation at hand in order to establish realistic goals and the strategy by which to reach them, while employing particular emphasis on wealth preservation, tax minimization, and risk minimization. We help identify and define specific goal components such as target value, time horizon, risk tolerance, and priority for each goal at hand. Together, in the context of their full set of goals, we then implement appropriate solutions. Once a plan has been put in place, we continue to revisit concerns and goals periodically with our clients to track progress toward their desired outcomes, even as life situations change.
Craig D. Korkow, CFP®, CRPC® is principle of Korkow & Associates and is a Senior Vice President-Wealth Management with Merrill Lynch, Omaha, NE. After graduating Summa Cum Laude in Economics from South Dakota State University and leaving the US Army as a Captain, he joined Merrill Lynch in 2000. Craig specializes in retirement planning for organizations and individuals. Craig is a Teammates mentor, member of the Knights of Aksarben RCR board, and Founder of the Rough N’ Ready Challenge Rodeo for Children with Special Needs.
Korkow & Associates of Merrill Lynch 1044 N. 115th Street, Set 500 Omaha, NE 68154 402-496-5127 fa.ml.com/korkow_associates