Working With Merle

Your Goals…

…My Guidance

As my client…

You will always come first.

Your dreams and vision create the core around which we will build our relationship.

Your financial path forward will be custom designed by me.

You and I will work together as a team to move you closer to your vision.

You will select how and how often we communicate to keep watch over your process.

Your progress toward your goals will be monitored and reviewed through an on-going program.

You will have access to me or a team member 24/7 via phone, e-mail or in person.

You will have access to an entire group of specialists available to assist with any tax, legal, or family issues that arise,

You will have access to your account via the web 24/7.

You will have the benefit of my 30 years in the financial service industry.

You will be treated with the respect and caring that you deserve from a professional.

You will always know the details of every transaction you execute.

You will always know the costs involved with your accounts.

You will always have flexibility to adjust your program as time and market conditions demand.