Today’s retirees have special needs. The transition from a working individual to a retiree is a huge life event, and it takes careful planning. Not only do you need to have a solid income strategy, you need a solid tax strategy as well. These hand in hand could make or break your retirement plan.
At Merlak Tax Advisory Group, Inc., helping you achieve your vision for retirement is our number one goal. Carla Merlak is proud to be an independent financial professional, being independent allows her access to diverse solutions offered through investment and insurance institutions.
Investment Advisory Representative
Licensed Insurance Agent
Tax Planning Specialist
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 over two decades. 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.
Carla Merlak is proud to be affiliate with Brookstone Capital Management