Your Retirement.

Your way.

Have the Retirement You've Always Dreamed Of.

The-5-Things-You-Need-To-Know-before-Retirement_Merkle-Retirement-Planning

5 Things To Know BEFORE you Retire

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

  • How Social Security is just one piece of the puzzle
  • What a comprehensive tax plan could do for you
  • How procrastinating your Long-Term Care plan can impact your retirement down the road

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.

September 26
Passport Class at FFA Enrichment Center
6:00 pm | FFA Enrichment Center 1055 SW Prairie Trail Pkwy
Ankeny, 50023 United States
October 1
Passport at Simpson College
6:00 pm | Simpson College 1415 28th Street #250
West Des Moines, IA 50266 United States

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.

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