Merra Lee Moffitt, Awma CMFC CFP, the Good Life Financial Group
Merra Lee Moffitt, CFP, AWMA, CMFC, is a senior partner and wealth strategist at Good Life Financial Group in Cumru Twp, PA. With a focus on financial planning, Merra Lee and her team provide personalized advice and guidance to help individuals and businesses achieve their financial goals. They offer comprehensive services, including retirement planning, education planning, tax strategies, and legacy planning, all tailored to each client's unique needs and aspirations.
As a Certified Financial Planner, Merra Lee believes that financial planning is not just about money, but also about values. She is dedicated to helping clients develop the right plans for their future, taking into account factors such as taxes, market volatility, and financial independence. With a commitment to their clients' lifetime financial well-being, Merra Lee and her team strive to create balanced and effective financial plans that align with their clients' goals and aspirations.
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