Derek Merkler, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Derek
Biografía
Many paths can lead to the same destination. I tend to look for the ones that others overlook. By nature, I am somewhat contrarian. Markets, tax strategies, and financial planning trends often move in cycles, and following the crowd is not always the best way to reach long-term goals. I try to evaluate decisions based on fundamentals rather than fads. That mindset shows up in small ways in my own life as well. While many people seek the newest homes, vehicles, or cities, I live in an 1880s brick home, drive a 40-year-old European sedan, and prefer the quiet pace of farm life. You do not need to be unconventional to work with me, but if you value thoughtful analysis, independent thinking, and a planner who is willing to challenge assumptions, we will likely work well together. Contact me for specific pricing on the following: - Long-term Roth Conversion Recommendations - Detailed Current Year Tax Projections
Puedo ayudarte con
Me gusta trabajar con
Lo personal
Outside of financial planning, I spend much of my time helping my family in our racehorse breeding business. We are a tiny operation but definitely punch above our weight.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Early Retirement And FIRE
- Tax Strategies
- Investment And Portfolio Analysis
- Roth Conversions
- Cash Flow Planning
- Business Owner Planning
- Real Estate Decisions
- Estate Planning
- Insurance Planning
- Military Benefits
- Charitable Giving
- Knowledgeable
- Thoughtful
- Thorough
- Patient
- Clear
- Friendly
- Professional
- Responsive
- Empathetic
- Nonjudgmental
- Approachable
- Objective
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Great meeting - would book again
Derek did a great job of looking at my overall situation and giving me confidence in the steps we decided I should take.
Appreciate Derek's thoughtful approach and help...
Appreciate Derek's thoughtful approach and helpful notes, including his willingness to meet on a weekend to discuss our Coast FIRE plan.
Knowledgeable and professional
Knowledgeable and professional
Smart advice, tailored to your specific goals
Derek did a great job of taking the time to understand my specific goals and priorities. He was able to use his experience and explain with concrete examples the reasons behind his explanations. Outstanding resource, it was a wonderful opportunity to get a set of experienced eyes on my retirement plans.
Very helpful and thorough
I had a very helpful session with Derek. He thoroughly answered all my questions and I have a solid plan for moving forward. I especially appreciate the detailed meeting notes recapping our discussion. I will use Derek again and would recommend him to anyone.
Really helpful!
Answered all our questions and some! Thanks for spending so much time with us, Derek!
Sound advice. Excellent at explaining concepts ...
Sound advice. Excellent at explaining concepts and strategies.
Great advice and planning support as always
Great advice and planning support as always
Derek is very knowledgeable and responsive. He ...
Derek is very knowledgeable and responsive. He doesn't tell you what you should be doing but listens to your goals and helps align your finances to achieve those goals.
Excellent Resource
Derek had great advice that was specific to our financial situation. Very helpful in considering all options and strategies.
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.