Your Retirement.
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Have the Retirement You've Always Dreamed Of.

Nervous about the prospect of a down market?

Take a proactive approach to economic uncertainty by applying the takeaways in this helpful 8-page guide.

What to expect:

Learn how well the S&P 500® has performed through bear markets and downturns since 1928 (It\'s encouraging!)

Discover 4 general guidelines for down market moves

Read the 1 thing that gave 73 percent of survey respondents greater peace of mind

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Journey to Retirement: For Pre-Retirees 

  • Important Health Care Changes
  • Social Security Maximization
  • Tax-saving Strategies

Boost Your Retirement: For Retirees

  • Long-term Care Strategies
  • Legacy Planning Steps
  • Extending Income to Age 100

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5 Things To Know Before You Retire

With this 8-page instant download, you'll discover:

  • Different tax planning plays to and through retirement
  • How to potentially save money through tax diversification
  • One of the most powerful tax advantageous accounts
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“Retiring Today with Loren Merkle”

Get answers to the most commonly asked questions about retirement planning — and more.

The Merkle Retirement Method

Assess

Where are you at today with your Retirement Planning and what will it take to get you to where you want to be? Are there strategies you have yet to explore?

Analyze

What's keeping you from reaching your goals right now? How could your plan improve? We'll take a closer look at your portfolio risk and the fees you're paying.

Achieve

Explore how the Merkle Retirement Method can help you achieve your retirement dreams. The power is in the planning.