After 22 years, I left UW to join the Markle Financial team. It has been such a blessing. In addition to my hire as Director of Development and Charitable Giving, we have also been busy this last few months transitioning from our old business model to now being a fully independent Registered Investment Adviser (RIA) with the Securities and Exchange Commission(SEC).
This transition brings awesome changes. We are providing our clients one of the best technologies that the financial world can offer. As a client here, you will have access to our FinLIfe platform. This is a custom-built tool that helps connect YOU with “why you do what you do” when making financial decisions. It provides the high tech, high touch you need in today’s world – which includes, planning software, aggregation tools, custodian feeds, investment strategies and interactive reporting. It is fully integrated through a secure cloud-based system. Here is a preview, https://vimeo.com/202236578.
I would love for you to come in for our first two complimentary appointments. Our relationship with you is important to us. So, we will take time to get to know you and understand your priorities. In doing so, we can determine if we are mutually a good fit for each other.
We provide a unique client experience. We know life is busy! We know it is difficult to take time away from other duties. So, we want your time in our office to be enjoyable as well as personalized on your financial needs.
During your appointment, in addition to snacks, we offer coffee (espresso, latte’s, cappuccino’s) or soda (Coke, Sprite, Root beer). For afternoon appointments, we also offer beer and wine.
At the end of the second appointment, you will leave Markle Financial with a proposal that outlines our relationship, transparent costs to manage your assets, and an annual plan on how we will make course corrections to keep you on track.
I would be honored to have you come and check us out. See for yourself what makes us special!