Quality Care for Your Financial Success
Our greatest desire is for you to succeed. That’s why we go the extra mile to make tax preparation affordable. It’s also why we include tax planning in our retirement strategies. Few retirement planners include this in their service, yet it is crucial for a successful retirement.
We 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 tailored 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.
We can answer your questions about investments, life insurance and annuities. Through our preferred partners we can guide you to the experts on health insurance, Medicare Advantage, Medicare Supplements, Long-Term Care, Disability insurance, mortgages and more.