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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 just out of college, but one thing that everyone has in common is the need for a financial plan that is tailored to their individual goals. That’s why we focus on building relationships with our clients, listening to their stories, 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 are just starting careers
  • 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: the NASCAR industry, Health Care, Pharmaceutical and Medical Device, Banking, and the Airline Industry.