Move Forward with Confidence
Planning well for retirement takes a multi-faceted approach. Not only do you need a strategy for your income, but you also need to plan for taxes and invest well to finish strong.
Too often, people neglect investment and tax strategies and wind up facing financial problems in retirement. But this doesn’t have to be the case!
At Merlak Tax Advisory Group, we help people develop comprehensive plans to avoid outliving their money. This includes solid retirement investment and retirement tax strategies.
As independent experts, we have access to a variety of solutions from investment and insurance institutions. Let us put those resources to work for you!
How It Works
Our financial advisors want to help you achieve your retirement goals and dreams. You can contact us today to schedule a complimentary strategy session virtually or in-person. Between 1/15 and 4/15, please call the office at (779)220-9608 to set a time.
At this meeting, one of our advisors will sit down with you to discuss your goals for retirement. Once we understand what you’re looking for, we will then review the options that make the most sense for you, answering any questions you have along the way.
If you then wish to continue with us, we can schedule further meetings geared toward making your vision a reality. At these meetings we will:
- Craft a custom-tailored action plan for long-term success
- Support you as you work to implement the action plan
- Monitor your progress and help you make adjustments if necessary
Your Financial Allies for Life
You hold the power to control your financial future. Let’s get there together! We will be here for you all the way to the retirement finish line and beyond.
Give us a call at 779-220-9608 to schedule an appointment virtually or in the office. We are located in Lake in the Hills, IL, and Elmhurst, IL.