Working With Merle

Your Goal...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.