Merlak Tax Advisory Group Helps Retirees and Pre-Retirees Navigate Tax Challenges and Plan for the Future

LAKE IN THE HILLS, IL — With nearly two decades of experience helping individuals and families throughout Chicago’s western and northwestern suburbs, Carla Merlak, owner and president of Merlak Tax Advisory Group, Inc., is committed to helping retirees and those approaching retirement make informed financial decisions and protect the wealth they have worked hard to build.

Recognizing the unique tax challenges facing retirees and pre-retirees, Carla took ownership of a firm focused on providing personalized strategies and solutions tailored to each client’s individual needs, goals and vision for the future.

Through a service-driven approach grounded in experience, education and comprehensive resources, Merlak Tax Advisory Group works with clients to develop strategies designed to reduce tax burdens, address the effects of inflation and preserve wealth. Carla’s approach emphasizes proactive planning and tax-advantaged strategies that can help families keep more of their money working toward their long-term goals.

“Every client has a different vision for their future, and my priority is to help them develop a plan that reflects their individual needs and goals,” says Merlak. “With the right strategy in place, individuals and families can make more confident decisions about their money and prepare for the next phase of life.”

Carla’s work centers on helping retirees and pre-retirees explore opportunities to increase lifetime income, manage taxes and make informed choices about their financial future. Through her affiliate company, Next Phase Financial, LLC, she also helps clients work toward their broader financial goals as they transition into retirement and beyond.

Merlak Tax Advisory Group operates on three guiding principles: Independent Solutions, Service Driven for YOU, and Confidence Through Action. These values reflect the firm’s commitment to providing objective insight, personal attention and strategies designed around each client rather than a one-size-fits-all approach.

Individuals interested in reviewing their financial strategy can schedule a conversation with Merlak Tax Advisory Group at no cost or obligation.

To learn more, visit Merlak Tax Advisory Group online or call the Lake in the Hills office at (779) 220-9608. Learn more about additional financial planning resources through Next Phase Financial, LLC. Carla@MerlakTax.biz