Ease your mind about financial uncertainty:
When it comes to your financial security, providing you the tools, resources and education to make the best decisions has always been my priority.
We are all feeling the stress during these times of uncertainty but it is different for each person. You may be worried about health issues affecting your ability to work, temporary layoff, losing your job, paying your bills, care for a loved one, losing your home, being forced to retire early, losing hard earned money in your retirement accounts, having to relocate or sending your kids to college.
You aren’t alone. I am here to help.
Set a complimentary review, take an hour of time and get a professional opinion on strategies to overcome your obstacles.
With the spread of COVID-19, I understand that you may not be comfortable meeting in person so I have expanded my meeting options to include virtual video conferencing through Google Meet or by phone.
Give us a call to set a time (779)220-9608 and let us know how you would like to conduct your meeting.
You can also use one of the links below to access our online scheduling. You will have the option of an in person or virtual meeting.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Merlak Tax Advisory Group, Inc./Carla J. Merlak are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.