Your Retirement.
Your Way.

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 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

Get your copy today Download This Guide

  • Hidden
  • This field is for validation purposes and should be left unchanged.

arrow

What Strategies Could Save You Thousands?

At our retirement workshops, you’ll learn how to use market volatility to your advantage, investing mishaps in retirement, how to set yourself up for tax-free growth, and much more!

October 1
Stronger Than Cancer Event
10:00 am | Big Creek Beach 8550 NW 142nd Ave
Polk City, IA 50226 United States
September 29
Journey To Retirement Online
6:00 pm | Online Workshop

Instant Download

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
new_mockup

Watch TV episodes of
“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.