We can help you regain control of your financial future. Book your complimentary Retirement Check-Up phone call! Book Now

Client Login | 515.278.1006

Retirement Services
Our Team
Events
In the Media
Schedule a Call

Retirement Services
Our Team
Events
In the Media
Schedule a Call

REGISTER FOR
JOURNEY TO RETIREMENT

Full Name*
Email*
Phone Number*
Address*
After signing up, you’ll receive gear that would be great for any road trip, including a notebook, pen, coffee mug, and a complimentary copy of The Power of Zero: How to Get to The 0% Tax Bracket and Transform Your Retirement by David McKnight.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Which Journey to Retirement online workshop would you like to attend?*
- Thursday, June 30th at 6:00 PM
- Wednesday, July 6th at 6:00 PM
- Sunday, July 10th at 6:00 PM
- Thursday, July 21st at 6:00 PM
- Tuesday, July 26th at 6:00 PM
How'd you hear about this workshop?*
- Friend or Family member
- TV Show
- Podcast
- Commercial
- Radio
- Email
- Facebook
- YouTube
- Other
CAPTCHA
Name
This field is for validation purposes and should be left unchanged.

Have a question?

If you need immediate assistance or have questions, feel free to give us a call at 515-278-1006 and someone from our Creative Team will be able to assist you!

Contact Us

Phone: 515.278.1006
Fax: 866.611.9370
Email: info@MerklePlan.com
Join Our Team

Our Location

1860 SE Princeton Dr.
Grimes, Iowa 50111
Get Directions

Disclosures

ADV-Part 3 CRS

ADV-Part 2A & Appendix

Check Us Out

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

REGISTER FOR JOURNEY TO RETIREMENT