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.