Broker Check
Jeffrey Merwin
Jeffrey Merwin
Financial Management Network Registered Representative
https://www.fmncc.com/ (949) 455-0300

Jeffrey G. Merwin started with FMN in the rigorous mentorship program and has since become a Registered Representative with FMN Capital Corporation and an Investment Advisor Representative of Financial Management Network. He holds his Series 7 (General Securities Representative Exam) and 66 (Uniform Investment Adviser - Combined State Laws Exam) securities as well as a Life/Disability Insurance License. Jeff graduated from Bentley University with a Bachelor of Science degree in Economics-Finance and a minor in Law.


Jeff is dedicated to having an in-depth understanding of each of his client’s needs and goals. Jeff works with his clients to develop customized strategies that help meet his client’s unique needs in order to maximize cash flow, increase net worth, lower taxes, and ensure their estate plan meets their needs. If you are an individual, family or business owner Jeff can help you achieve your personal, professional, and financial goals. Jeff works with a team of Certified Financial Planner(tm) practitioners and Enrolled Agents to ensure his clients receive expert advice and best-in-class service.

Jeff is originally from Connecticut but has traded in the cold New England winters for sunny California and currently lives in Laguna Niguel. He enjoys the outdoors, is an avid sports fan and likes spending time with friends and family.

Saving on Subscription Service Costs

Lifestyle Read Time: 3 min

The cost of subscription services can be pricey over time, especially if you have more than one or forget about them over time.

Ways to Save on Your Subscription Services

  • Take advantage of free trials. They may be as short as one week or up to 30 days. But don’t forget to cancel if the subscription doesn’t retain it's value!
  • Search for coupons. Many subscription services may offer coupons that reduce the cost. Visit the service’s website for recurring deals.
  • Negotiate. Let customer service know you love the service, but are looking to simplify your expenses. Often this will escalate your account to “client retention” where you may be offered amazing discounts.

Don’t Subscribe - The fact is, that subscription services aren’t a necessity for many Americans. It may seem difficult to go without your latest delivery, but many of these services can be found for cheaper or for free if you’re willing to go without the convenience of delivery.

It can be difficult to measure how these costs add up over time. If you have any questions about how to keep a better eye on your day-to-day finances, talk to your financial professional for even more insight.

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. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. 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 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. Copyright FMG Suite.

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