www.dersemorgen.com Open in urlscan Pro
2606:4700::6811:abac  Public Scan

Form analysis
2 forms found in the DOM

POST cms-core/forms/contactform/leadgensubmit

<form action="cms-core/forms/contactform/leadgensubmit" class="c-leadGen-form" data-form-section="" method="post">
  <div class="c-leadGen-form__wrapper cf">
    <div class="c-leadGen-form__input c-form__first-name">
      <label id="LGSCFirstName0070eBookLeadGenForm" for="FirstName0070eBookLeadGenForm" class="c-leadgen-form--label">First Name</label>
      <input type="text" value="" id="FirstName0070eBookLeadGenForm" name="FirstName" data-msg-required="*required" data-rule-required="true" class="leadgen-fname" aria-labelledby="LGSCFirstName0070eBookLeadGenForm" data-form-section-input="">
    </div>
    <div class="c-leadGen-form__input c-form__last-name">
      <label id="LGSCLastName0070eBookLeadGenForm" for="LastName0070eBookLeadGenForm" class="c-leadgen-form--label">Last Name</label>
      <input type="text" value="" id="LastName0070eBookLeadGenForm" name="LastName" data-msg-required="*required" data-rule-required="true" class="leadgen-lname" aria-labelledby="LGSCLastName0070eBookLeadGenForm" data-form-section-input="">
    </div>
    <div class="c-leadGen-form__input c-form__email">
      <label id="LGSCEmail0070eBookLeadGenForm" for="Email0070eBookLeadGenForm" class="c-leadgen-form--label">Email</label>
      <input type="text" value="" id="Email0070eBookLeadGenForm" name="Email" data-msg-required="*required" data-rule-required="true" class="leadgen-email" aria-labelledby="LGSCEmail0070eBookLeadGenForm" data-form-section-input="">
    </div>
    <span style="display:none;" class="formRobo" data-remove-form-markup=""><br><label id="LGSCAddress0070eBookLeadGenForm" for="Address0070eBookLeadGenForm">Address</label><br><input type="text" id="Address0070eBookLeadGenForm" name="Address"
        class="leadgen-Address" value="" aria-labelledby="LGSCAddress0070eBookLeadGenForm"></span>
    <input type="hidden" name="AssetId" class="leadgen-assetId" value="1713940" data-form-section-input="">
  </div>
  <button id="Submit16-0" class="c-btn c-leadGen-form__btn submit leadgen-submit sectionButtonHover js-form-button-editable" data-section-id="16" data-box-id="0" data-box-type="button" aria-label="Submit form" style="">Get the Ebook</button>
  <span class="msg formError" data-remove-form-markup=""></span>
</form>

POST https://www.fmgwebsites.com/F839BF79-7772-4C31-8902-A9B5A780DCE3/cms-core/forms/contactform/sectionsubmit

<form action="https://www.fmgwebsites.com/F839BF79-7772-4C31-8902-A9B5A780DCE3/cms-core/forms/contactform/sectionsubmit" class="contactForm" data-form-section="" method="post" novalidate="novalidate"> <input type="hidden" name="SourceUrl"
    value="https://www.dersemorgen.com/" data-form-section-input="">
  <input type="hidden" name="PreferredContactMethod" value="Email" data-form-section-input="">
  <input type="hidden" name="MessageSubject" value="Question" data-form-section-input="">
  <input type="hidden" name="EmailRequired" value="True" data-form-section-input="">
  <input type="hidden" name="LargeTextRequired" value="False" data-form-section-input="">
  <input type="hidden" name="PhoneRequired" value="False" data-form-section-input="">
  <input type="hidden" name="ContentId" value="726720" data-form-section-input="">
  <input type="hidden" name="SectionId" value="6" data-form-section-input="">
  <input type="hidden" name="ContentType" value="CustomSectionContent" data-form-section-input="">
  <div class="c-contact__form u-text-align--None">
    <div class="form-title c-form__title">
      <h2 id="section6-box0-title" class="title js-simple-editable" style="color:" data-section-id="6" data-box-id="0" data-box-type="title">Still Unsure? We Can Help.</h2>
    </div>
    <div class="contactName formGroup c-form__item--4">
      <label class="field-label" style="color:" id="CSCName0" for="Name0">Name</label>
      <input class="text-box single-line" id="Name0" name="Name" type="text" value="" data-msg-required="*required" data-rule-required="true" aria-labelledby="CSCName0" data-form-section-input="" aria-required="true">
    </div>
    <span class="field-validation-valid" id="Email0_validationMessage" data-remove-form-markup=""></span>
    <div class="contactEmail formGroup c-form__item--4">
      <label class="field-label" style="color:" id="CSCEmail0" for="Email0">Email</label>
      <input class="text-box single-line invalid-email" id="Email0" name="Email" type="text" value="" data-rule-required="true" data-msg-required="*required" data-msg-phonenumber="Please specify a valid email address." aria-labelledby="CSCEmail0"
        data-form-section-input="" aria-required="true">
    </div>
    <span class="formRobo" data-remove-form-markup=""><label id="CSCAddress0" for="Address0">Address</label><input type="text" id="Address0" name="Address" value="" aria-labelledby="CSCAddress0"></span>
    <div class="contactPhone formGroup c-form__item--4">
      <label class="field-label" style="color:" id="CSCPhone0" for="Phone0">Phone</label>
      <input class="text-box single-line " id="Phone0" name="Phone" type="text" value="" data-msg-phonenumber="Please specify a valid phone number." aria-labelledby="CSCPhone0" data-form-section-input="">
    </div>
    <div class="c-form__item--12 contactMessage formArea">
      <label class="field-label" style="color:" id="CSCMessage0" for="Message0" data-question-markup="">Question</label>
      <textarea cols="20" id="Message0" name="Message" rows="2" aria-labelledby="CSCMessage0" data-form-section-input=""></textarea>
    </div>
    <div class="c-form__btn form-button">
      <button id="Submit6-0" class="c-btn submit sectionButton js-form-button-editable" data-section-id="6" data-box-id="0" data-box-type="button" aria-label="Submit form"
        style="color:#ffffff;background-color:rgba(206, 147, 19, 1);border-color:#ce9313;">Submit</button>
      <div class="msg formSuccess" data-remove-form-markup="">Thank you!</div>
      <div class="msg formError" data-remove-form-markup="">Oops!</div>
    </div>
  </div>
  <div class="c-submit__loading" data-remove-form-markup=""></div>
</form>

Text Content

704.897.0487 843.225.4680
simplicity@dersemorgen.com
Client Login Schedule Appointment
Menu

 * Home
 * About Us 
   * Who We Are
   * Our Story
   * Who We Serve
   * Our Process
   * Our Compensation
   * Meet Our Team
 * Why Work With Us
 * Who We Help



SIMPLICITY

Your financial life just got easier

We help you understand why working with an advisor is beneficial. Our  mission
is to help overcome the worries and uncertainty associated with the many
financial decisions you face each day so you can experience the peace of knowing
you can enjoy today while being well prepared for tomorrow. 

SIMPLICITY

Your financial life just got easier

We help you understand why working with an advisor is beneficial. Our  mission
is to help overcome the worries and uncertainty associated with the many
financial decisions you face each day so you can experience the peace of knowing
you can enjoy today while being well prepared for tomorrow. 

SIMPLICITY

Your financial life just got easier

We help you understand why working with an advisor is beneficial. Our  mission
is to help overcome the worries and uncertainty associated with the many
financial decisions you face each day so you can experience the peace of knowing
you can enjoy today while being well prepared for tomorrow. 

SIMPLICITY

Your financial life just got easier

We help you understand why working with an advisor is beneficial. Our  mission
is to help overcome the worries and uncertainty associated with the many
financial decisions you face each day so you can experience the peace of knowing
you can enjoy today while being well prepared for tomorrow. 

SIMPLICITY

Your financial life just got easier

We help you understand why working with an advisor is beneficial. Our  mission
is to help overcome the worries and uncertainty associated with the many
financial decisions you face each day so you can experience the peace of knowing
you can enjoy today while being well prepared for tomorrow. 


FINANCIAL ADVICE THAT'S APPROACHABLE

Many people find it intimidating when they consider working with a financial
advisor, or if they have worked with an advisor, the experience is often less
than satisfying.  In some cases, they may even feel unworthy, not knowledgeable
enough, or they feel they don’t have enough money to work with an advisor. Some
even fear they will be judged for their previous financial decisions or
questionable habits. We’ve changed that by making working with us easy and
straightforward, understandable and without intimidation or judgement.


EVERYTHING YOU NEED TO KNOW

We believe every person can benefit from working with a trusted advisor.


Read More


WE CAN HELP CLEAR UP THE CONFUSION

What if you were explained what an advisor like us can do for you?

Read more


LEARN HOW WE'RE BETTER

We literally turned the financial services industry upside down. 

Read more


WHO CAN BENEFIT?

Our mission is to help you overcome the worries and concerns associated with the
many financial and investment decisions you face each day. Our typical client
seeks direction and advice that helps them strike a delicate balance between
enjoying life today, while being well prepared for tomorrow. The clients that
tend to benefit the most from working with us want a true independent advisor; a
partner who can help them understand where they want to go and how to get there.
They also value an advisor who is:

 * Above all trustworthy
 * Unbiased
 * Patient and understanding
 * Focused on their best Interest
 * Empathetic
 * An expert with a broad base of knowledge 
 * A good listener
 * Enthusiastic and sincere about helping others
 * Explains things so they are easily understood and relatable 
 * Unintimidating and affable, approachable, and non-judgmental


HOW IT WORKS-YOUR CHOICE

Simplicity is about making it easy and straightforward to work with an advisor.
An advisor who can help you get or stay on the right path towards reaching your
financial and investment goals. Life is busy and sometimes we don’t always have
the time to do the things we know are good for us (think exercise and eating
right?). We want to make it as simple and painless for you to take the hardest
step; the first one.

Choose between any of our Complimentary Initial Get to Know Each Other meeting
options:

Schedule Your Initial Phone Meeting

Schedule Your Initial Zoom Meeting

Schedule Your In Person Initial Meeting

Regardless of which option you choose, you can expect us to make our initial
meeting easy, enjoyable and worthwhile. We’re here to listen intently to
whatever is on your mind, including any questions, concerns or decisions you’d
like answered. We’ll simply listen to as much or as little you wish to share.
From there we can discuss what it would look like if you decide to work with us
further, and answer any questions you may have about our firm, including how we
are compensated if you become a client. At the end of our call, we’ll provide
you with a clear, brief summary of what we heard you say, and what we understand
your needs to be, and then suggest the best way we can help you going forward.




Schedule your Free Initial Meeting Today


DOWNLOAD OUR DON’T PANIC EBOOK!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused
many people to question their investment strategy. Use this ebook to stay
focused on your investment goals during challenging times.

First Name
Last Name
Email

Address

Get the Ebook




STILL UNSURE? WE CAN HELP.

Name
Email
Address
Phone
Question
Submit
Thank you!
Oops!




CONTACT

Office: 704.897.0487

Office: 843.225.4680


LAKE NORMAN | 11330 VANSTORY DRIVE, SUITE 114E HUNTERSVILLE, NC 28078


SOUTHPARK | 6000 FAIRVIEW ROAD, SUITE 1200 CHARLOTTE, NC 28210


CHARLESTON | 1240 WINNOWING WAY, SUITE 102 MT. PLEASANT, SC 29466


simplicity@dersemorgen.com


QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities and advisory services offered through Osaic Wealth, Inc., member
FINRA/SIPC. Insurance offered through Derse Morgen which is not affiliated with
Osaic Wealth, Inc.This communication is strictly intended for individuals
residing in the states of AZ, CA, CT, CO, FL, GA, HI, ID, IL, MD, MI, MN, NC,
NJ, NY, OH, PA, SC, TX, VA, WA, WV. No offers may be made or accepted from any
resident outside the specific state referenced.