Your Retirement.

Your way.

Have the Retirement You've Always Dreamed Of.

Visit our new office in Grimes!

1860 SE Princeton Drive,

Grimes, IA 50111

What Strategies Could Save You Thousands?

At our Passport to Retirement Classes, you'll learn about tax planning, health care planning, legacy planning, investment planning and income planning.

August 20
Passport at Central College
6:00 pm | Central Campus Vermeer Science Center W 3rd Street
Pella, IA 50219 United States
August 27
Passport at The Scheman Building
6:00 pm | Scheman Building 1805 Center Drive
Ames, Iowa 50011

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.

report

Tax Strategies for Retirement: Buckets Create Tax Choices

With this 12-page instant download, you'll discover:

  • How Social Security is taxed
  • Where your current assets fall in the four tax buckets
  • How to start planning now for your future
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