Let’s Build Your Financial Roadmap

OUR SERVICES

Get help filing your taxes and receive all the deductions and refunds you’re entitled to for only $89!

Our financial planning for millennials includes help with budgeting, saving, getting out of debt and more.

Meet with a financial advisor to discuss your retirement goals and develop a personalized plan for success.

Why Merlak Tax Advisory Group?

  • One-on-One Counseling – We take the time to understand your financial situation and goals.
  • Personalized Strategy – We will develop a long-term strategy to help you achieve your goals.
  • Effective Tax Planning – We specialize in helping you avoid paying too much in taxes and outliving your money.

  • Helpful Resources – Our team will supply you with all of the information you need for success.

  • Ready Support – Your financial advisor will stay in contact with you to help you implement your plan.

One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

We’re Here to Help!

You don’t have to shoulder your financial burden alone. Let us answer your questions and guide you toward your retirement goals and dreams!

Call us today at 779-220-9608 to schedule a complimentary strategy session virtually or in the office. We have locations in Lake in the Hills, IL, and Elmhurst, IL.

You hold the power to control your financial future. Let’s get there together!