Who We Serve

At Derse Morgen, we work with a broad range of clients to help them create a solid financial future. We know that the needs of a Baby Boomer considering retirement are different from the needs of a young professional. However, one thing that everyone has in common is the need for a financial plan tailored to their individual goals. That’s why we focus on building relationships with our clients, listening to their questions and concerns, and providing them with specific, individualized financial advice. Our clients include:

• Recently retired individuals and couples
• Members of the Baby Boomer generation who are approaching retirement
• Young professionals who have established careers or are just starting one
• Single or Widowed Women looking to create a financial plan for themselves and their families
• People who are experiencing major life events such as marriage, divorce, relocation, starting a family, changing jobs, starting a business, or dealing with the loss of a loved one

Additionally, we have extensive experience working with clients in several specific industries including: Technology,  Healthcare, Pharmaceutical and Medical Device, Banking, NASCAR and the Airline Industry.