About Merlak Tax Advisory Group, Inc.
Recognizing the tax 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 almost 2 decades. Her core beliefs of tax reduction have assisted hundreds of families put more money in the “right” pocket by implementing defensive with the use of tax advantaged programs.
Carla’s priority is to assist her clients in developing and implementing a plan with their personal needs and goals in mind. Her values-based strategies help her clients make smart choices about money, develop defensive strategies to minimize the impact of taxes and inflation, and help preserve wealth.
She has used this knowledge to help retirees and pre-retirees, like yourself, increase lifetime income and reduce their tax burden.
Through her affiliate company, Next Phase Financial, LLC, she can assist with helping you achieve your vision for your next financial phase of life.
