Weiss-Merkle Financial, LLC is an independent investment management firm in Johnston and Des Moines, Iowa. Through our Retirement Income Planning and Active Institutional Portfolio programs we provide our clients retirement wealth preservation and retirement income planning services. Join us for access to institutional investment management at the kitchen table. CALL today 515-278-4110.
Why Maximize Social Security?
We've been brainwashed into thinking Social Security isn't going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is "Don't count on it because it may not be there."
It's time to set the record straight. For most middle income couples, Social Security in fact makes up 20% – 50% of their retirement income—often upwards of $600,000 in lifetime benefits. Obviously, that is a large sum of money for just about anyone. Doesn't it make sense to maximize that asset if you can?
Also, we don't hear enough how unique Social Security really is as a retirement asset. For most married couples, Social Security is the only retirement asset that:
With so much at stake, when and how to elect Social Security may be the most important decision middle income couples make in retirement. Want to learn more about maximizing your Social Security benefits? Please see our Social Security event page. Feel free to call us today to arrange your 1 hour, fee only, $150.00 dollar, consultation.
Learn more about our upcoming Social Security workshop.
Use our free calculator to find out how much you stand to gain by making the right choice at the top of our web page.
Our team at Weiss-Merkle Financial, LLC provides access to an Institutional style of investing, Retirement Income planning, and strategies to help protect your hard-earned dollars. Our investment focus is centered around the idea of preservation of capital and efficient income distribution. We will never take you or your portfolio for granted. The retirement phase of your life is a phase that should be filled with financial freedom and free of financial stress.
Our goal is to make sure your money lasts as long as you do. We want to help you meet all of your goals. We strive to help you lower your tax bill, reduce your investment fees, protect your money from future stock market declines, and develop guaranteed income plans that you will never outlive. We are an independent financial advisor firm and a Fiduciary to our clients. Our primary focus is achieving your financial and retirement planning goals. We are a retirement planning firm that works in a fee-only and fee-based capacity. As a part of our practice, we can also accept commissions.
Your retirement years can be some of the hardest years of your investment life. You should spend those years doing what you love, spending time with your family and your loved ones, and enjoying your life. One wrong step can lead you down a path that you might never recover from. Time is not on your side to recover from financial set-backs, so make the minutes count. Every day that goes by is another chance for you to develop a plan of attack to assure that you lead the retirement you want to live. Allow our experienced team to put a plan of attack together for you that will help you make it to and then through retirement. At Weiss-Merkle Financial, LLC our clients are a part of the "family." Our family is growing old together, and we hope that you choose to join us and have the retirement of your dreams!