Why Choose Us?

NURTURING LIFE-LONG RELATIONSHIPS WITH TRUST, INTEGRITY AND EMPOWERMENT:

At Merkel-Damer Financial Strategy Group of Wells Fargo Advisors, we are passionate about three things: trust, integrity, and empowerment. With these core values, our primary focus revolves around building and nurturing life-long relationships. Every process supports these core beliefs.

At Merkel-Damer Financial Strategy Group,we want to help you make your future dreams and plans a reality:  maybe you want to make informed decisions in order to save for retirement, send kids to college, handle medical expenses, maintain a certain standard of living, and even assist aging family members. 

 

YOUR SPECIFIC NEEDS

Everything we do at Merkel-Damer Financial Strategy Group  is designed and customized to your specific needs, goals and desires. We have techniques and processes in place to discover your “financial DNA” – no two strategies are exactly alike. That's because we understand each client's experiences and life history are unique. Additionally, we understand the need for flexibility when challenges and major life changes occur.

 

ADVICE & PLANNING

The investment planning process includes goal setting, data gathering, financial analysis, strategic focus, plan creation and execution. Our practice is advice-based. Our interests are closely aligned with yours; resulting in total transparency and authenticity. We combine many customized planning tools that allow us to tailor our efforts specifically to our clients' needs.

 

WHO WE SERVE

While we are particularly sensitive to the needs of women in transition and the LGBT community, we welcome all who need a comprehensive plan for their future.  Our minimum household size is $250,000 in financial assets.  With that said, these are guidelines only.

 

EDUCATION & CERTIFICATION

A key differentiator at Merkel-Damer Financial Strategy Group is our total dedication to certification and continuing education (CE). Our certificates and continuing education insure our ability to give you the most up-to-date advice.  We fulfill the following continuing educations requirements each year or two:

- Wells Fargo Advisors has an annual requirement of 30-40 hours of CE. 

- The Insurance Department for the State of Indiana requires 24 hours of CE that can be acquired over a two year period which can include the five hours of CE needed for long term care insurance. 

- Certified Financial Planning (CFP®) certification requires 30 hours of CE every two years

- Charter Retirement Planning Counselor (CRPC®) designation requires 16 hours.

- Retirement Income Certified Professional (RICP®) designation requires 16 hours.

- Accredited Domestic Partnership Advisor (ADPA®) designation requires 16 hours.