Merkle Retirement Planning

Merkle Retirement Planning We specialize in comprehensive Retirement Planning services.

Happy Birthday to Client Servicing Specialist Sophia Karau! Sophia is one of the newest members of our team, and we are...
06/23/2026

Happy Birthday to Client Servicing Specialist Sophia Karau!

Sophia is one of the newest members of our team, and we are thrilled to have her on board! She brings energy, enthusiasm, and positivity to everything she does, helping create a great experience for the families and individuals we serve.

A creative spirit and self-described social butterfly, Sophia enjoys spending time with her large circle of family and friends and brightening the day of those around her.

Sophia, we hope all the special people in your life help celebrate you today. Wishing you a wonderful birthday filled with fun, laughter, and plenty of reasons to smile!

Happy Father's Day! Today we celebrate all the dads, grandfathers, and father figures who make a difference through thei...
06/21/2026

Happy Father's Day!

Today we celebrate all the dads, grandfathers, and father figures who make a difference through their love, guidance, and support.

We hope your day is filled with family, laughter, and great memories.

Happy Birthday to Retirement Planner Brady Auderer! 🎉 Brady is known for his hard work, focus, and commitment to staying...
06/20/2026

Happy Birthday to Retirement Planner Brady Auderer! 🎉

Brady is known for his hard work, focus, and commitment to staying up to date on the ever-changing financial world so he can better serve the families and individuals we work with. He brings knowledge, professionalism, and care to every conversation with the families and individuals we serve.

Brady, we hope you have a fantastic birthday and find time to celebrate — maybe even at the lake reeling in a big one! 🎣

A trip to the farmer’s market is a summer tradition for many. What's the first thing you are looking for when you arrive...
06/16/2026

A trip to the farmer’s market is a summer tradition for many. What's the first thing you are looking for when you arrive?

A Seasonal produce

B Baked goods

C Flowers and handmade items

Cast your vote below! If your favorite farmer’s market find isn’t listed, tell us about your go-to in the comments.

Team Trivia Time! Which member of the Merkle team has their motorcycle license and used to ride a bright green Kawasaki...
06/09/2026

Team Trivia Time!

Which member of the Merkle team has their motorcycle license and used to ride a bright green Kawasaki Ninja 250?

Take your guess below and check back tomorrow when we reveal the answer in the comments!

In this week’s blog, we’re talking about the legacy pillar of the RetireSecure Roadmap with Estate Planning Attorney Cha...
06/07/2026

In this week’s blog, we’re talking about the legacy pillar of the RetireSecure Roadmap with Estate Planning Attorney Charlie Bottenberg of Brick Gentry P.C.

We cover why laws change, families grow, accounts shift and beneficiary designations can become outdated over time — all things that may impact how your wishes are carried out someday.

Take a few minutes to read the blog and learn why reviewing your legacy plan regularly matters. You may also want to share this post with a friend or family member who hasn’t reviewed their plan in a while. Sometimes a small update today can help avoid potential complications down the road.

Read the blog here:

https://merkleretirementplanning.com/your-estate-plan-may-not-protect-your-family-the-way-you-think-it-does-here-is-why/

We had a great time at our recent Lifestyle Event at Smash Park in West Des Moines! From great food and conversation to ...
06/05/2026

We had a great time at our recent Lifestyle Event at Smash Park in West Des Moines! From great food and conversation to pickleball serves and swings of the bat, it was an amazing afternoon filled with fun, laughter, and connection. ✨

Thank you to everyone who joined us and brought their energy, smiles, and competitive spirit. We always enjoy spending time together outside the office and creating opportunities to connect as a community!

The League Luau was a tropical good time. We enjoyed live music, food, lots of flowers and fun. Thank you to everyone wh...
05/29/2026

The League Luau was a tropical good time. We enjoyed live music, food, lots of flowers and fun. Thank you to everyone who made it out to the Crown Point Community Center in Johnston for this event just for members of The League.✨🌴

The League is our way of saying thank you to families and individuals who have referred someone to us. A referral is anyone who has attended a workshop, scheduled a visit or phone call, and mentioned that they heard about us from you!

Did You Know? By 2030, all baby boomers will be age 65 or older. The Baby Boom generation refers to adults born between ...
05/26/2026

Did You Know?

By 2030, all baby boomers will be age 65 or older.

The Baby Boom generation refers to adults born between 1946 and 1964. The United States saw a total of 76 million births during the boom!

Sources: Census.gov and PewResearch.org

Today, we honor and remember the brave men and women who gave their lives in service to our country. Their sacrifice wil...
05/25/2026

Today, we honor and remember the brave men and women who gave their lives in service to our country. Their sacrifice will never be forgotten.

Address

1860 SE Princeton Drive
Grimes, IA
50111

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+15152781006

Website

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