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.