Financial Services Draft

Achieve with the

The Merkle Retirement Method


What important life changing choices do you need to make?

Electing Social Security
Pension Decisions
Electing Medicare Benefits
Account Titling


How can you make the most out of your retirement savings?

Low Cost Investment Strategies
Asset Protection Strategies
Tax Savings Strategies

accomplish goals

What do you want to accomplish in your retirement years?

Leaving a Legacy
Contingency Planning
Spending Time With Family



Your Comprehensive Case

After going in-depth with our Merkle Retirement Method, we'll document your customized retirement plan in your own Comprehensive Case.  While we're your guide through retirement, your Comprehensive Case is the compass that will lead you in the right direction.


Ready to Take
The Next Step?

With so many decisions to make to and through retirement, being proactive is priceless. Schedule a visit today or register to attend a class to jump start confidence in your retirement.

Or give us a call at 515.278.1006

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