Derse Morgen specializes in comprehensive financial and investment planning. We use a Wealth Management Process that integrates all aspects of your financial resources including 401ks, IRAs, Roths and other investments, social security, or pension, and show how they will ultimately fit together in meeting your goals. Our services are tailored to meet the needs of individuals who want the professional expertise commonly associated with large institutions, but also appreciate the responsiveness and personal attention of a "boutique" style wealth management firm. We follow a distinct client-driven process that begins with understanding your unique needs and goals. We then use quantitative analysis and experience to determine the proper strategy to reach your goals, and then make appropriate implementation choices and recommendations. If parts of your plan require a specialization outside our core competencies, we will either source the proper professionals or collaborate with those you may already have in place. Finally, we develop a monitoring and review process that ensures timely communication of your progress and allows for adjustments based on any life changes or events you may experience.
We believe in building long-term relationships with our clients. When you engage our firm to help you reach your financial goals, you can expect a process designed to help you better understand your financial situation and feel confident in your financial future. The basic steps in our process include: