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Weiss-Merkle Financial

As an independent financial advisor firm and a Fiduciary to our clients, Weiss-Merkle Financial’s goal is to make sure your money lasts as long as you do. We want to help you meet your goals, plan your estate, reduce investment fees and risk and actively manage your money to protect your hard-earned money from future stock market declines. We work with retirees and pre-retirees within 10 years of retirement, and our focus is in putting together a retirement income plan so they know what their retirement income will look like after they are no longer receiving a paycheck.

At Weiss-Merkle Financial, we aim to help individuals maximize the savings they’ve taken a lifetime to build, as well as helping them make important decisions when it comes time to retire. We feel you get one shot at retirement to get it right, and that's why we have a team of experts around us to help people maximize the resources they have.

Our primary target area is:
Today, you are faced with a wide array of financial concerns.

In either case, it is a complicated task and those who try to manage personal or business finances without proper guidance frequently do so without success. Whether it is because of a lack of expertise, time or resources, going it alone usually results in a waste of money and time.

Comprehensive Financial Planning & Wealth Management

Weiss-Merkle Financial is an independent, fee-based financial planning firm committed to providing our clients with objective advice and outstanding personal service. In addition, we have a unique ability to implement virtually any solution across all aspects of personal and business finance. This is accomplished utilizing our own in house resources as well as leveraging the expertise of many other professionals that we work with.

Our comprehensive financial planning and wealth management services focus on both increasing your wealth and ensuring your assets are protected.

For our business clients, we also offer cutting edge benefits programs for companies that want to give their employees the very best in benefits while containing costs. Not only can we provide a cost effective robust benefits package, but we combine these programs with comprehensive financial advice from an objective source to help employees make the most of their benefits.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@weissmerklefinancial.com, or call us at 515-278-4110 today!

 

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  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

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    *Investment Advisory Services offered through Global Financial Private Capital, LLC.