About Merlak Tax Advisory Group, Inc. 

Carla Merlak

carlaCarla Merlak
Founder & PresidentMerlak Tax Advisory Group, Inc.

Recognizing the challenges faced today by retirees and those on the threshold of retirement, Carla Merlak, owner and president, sought out the ownership of a firm positioned to truly serve their needs.
She has been helping people in the western and northwestern suburbs of Chicago for 19 yrs. Her core beliefs of tax reduction have assisted hundreds of families put more money in the “right” pocket by implementing defensive investment strategies and the use of tax advantaged programs.

Carla’s priority is to assist her clients in developing and implementing a financial plan with their personal needs and goals in mind. Her values-based financial strategies help her clients make smart choices about money, develop defensive strategies to minimize the impact of taxes and inflation on their investments, and help preserve wealth and create legacies for their families.

She has used this knowledge to help retirees and pre-retirees, like yourself, increase lifetime income and reduce their tax burden, while reducing the effects of market risk on their retirement nest egg.

At Merlak Tax Advisory Group, Inc., helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs.

Merlak Tax Advisory Group, Inc. are proud to be independent financial professionals. Being independent allows us access to a diverse set of products and solutions from a wide-range of insurance companies.

The Merlak Tax Core

coffeeWe take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Merlak Tax Advisory Group, Inc. creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our Lake In The Hills office at (779) 220-9608. There’s absolutely no cost or obligation

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Amber Osoria

amberAmber Osoria
Insurance ProfessionalMerlak Tax Advisory Group, Inc.

Amber has been in the tax and insurance industry for 6 years. “I originally became licensed in insurance to help my mother, Carla, with paperwork and applications in her office.”

As time has gone by, she found herself becoming more driven to educate people of her generation about insurance and finances. “We are not taught anything about this in high school.” Her generation is unprepared when it comes to financial decisions. The lack of knowledge is scary.

She is committed to her mission to educate the younger generations about finances by explaining important insurance and planning strategies for their financial future, even at a young age. Whether you are just starting your career, need assistance with budgeting, buying your first home, protecting your family or education on retirement strategies, Amber is here to guide you.