Keys to a Successful Relationship

 Virginia (Ginger) Merkel, Merkel Damer Financial Strategies Group

We listen, empower and educate our clients.  Our goal is to develop a successful working relationship and work together to help achieve your goals. 

 

What you can expect from us: You can trust that we will consistently and responsibly perform all requested services and that we will be available when you need us.

 

 

 

 

 


We will:

  • Treat you with respect, honesty and dignity
  • Act as your advisor, putting your interests first
  • Strive to acquire a complete and accurate understanding of your goals, your tolerance for investment risk and your time frame
  • Explain the implications of the strategies we propose
  • Update you by e-mail, mail and phone
  • Meet with you regularly to review your ENVISION® plan and your Financial Strategy Action Plan

 

What we can expect from you: Effective communication and mutual respect are essential to a successful relationship, so we expect:

Maureen Damer - Merkel Damer Financial Strategies Group

  •  Trust
  •  Respect
  •  Honesty
  •  Complete disclosure
  •  Sincerity
  •  Commitment

 

We expect you to understand that our recommendations are always based on your best interests. As our client, you need to know that all investment, estate strategies, insurance, education, social security and Medicare planning advice will be based on the information and goals you provide to us. Active involvement on your part is critical to the investment planning process.

 

Mutual Responsibilities

We believe working together is essential to effective investment planning.  To this end, we both need to make your investment strategies a priority.  We will agree to keep each other informed of any new developments that might affect these strategies. We will agree to take the time to regularly review your ENVISION® plan and your Financial Strategy Action Plan.  We will be both honest and forthcoming about your financial situation.  We will work to develop mutual trust, respect and understanding.

 

If you appreciate what we do, we hope you will introduce us to family members, friends, or associates who share your attitude, lifestyle and wealth accumulation.

 

Envision® is a registered service mark of Wells Fargo & Company and used under license.