Norman C. Merlet

Financial Representative
Registered Representative

3610 River Crossing Pkwy
Suite 200
Indianapolis, IN 46240

Phone: (317)574-2953
Fax: (317)573-5113
E-mail: nmerlet@financialpg.com

As a Financial Representative with Financial Partners Group, Normanspecializes in helping individuals and families define and achieve the financial goals and objectives that are most important to them.  Through an extensive discussion process, he first learns what the client’s goals and concerns are and then helps the client prioritize each, provides strategies, and helps implement the plan that will enable them to reach their objectives.

With more than 8 years experience as a successful small-business owner, Norman understands the multiple issues that arise on a daily basis.  Using his experience, Norman enjoys helping business owners create a systematic approach to their retirement planning.  This approach enables a business owner to concentrate on their day-to-day activities, while having the peace of mind that their vision is clear.

Normanalso works extensively in the area of wealth preservation.  Simply put, the evolution from “saving for retirement” to “spending in retirement” is overwhelming.  Normanassists retirees through this daunting conversion and utilizes strategies that help them to be as tax efficient as possible. In addition, utilizing US Government programs to their fullest extent; such as Social Security benefits and Medicare are vital to every comprehensive plan.

Norman and his wife, Josie, currently reside in Indianapolis.  A 1986 graduate of NoblesvilleHigh School, Normanswam on the Miami University Men’s Swim Team and graduated in 1990 with a BS in Business/Marketing.  Current activities include: the Miami University Alumni Association, an Ambassador with the Noblesville Chamber of Commerce, and serves on the Community Advisory Board for two Senior Living communities.  Normanalso enjoys hosting senior outreach seminars at the Noblesville and Fishers Public Libraries.

New England Financial, its agents, and representatives do not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance.