Merkle Retirement Planning

Merkle Retirement Planning We specialize in comprehensive Retirement Planning services.

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.

Happy Birthday to Client Engagement Specialist Kyria Cutler! 🎉 We’re wishing our iced coffee loving, outdoorsy, high-ene...
05/23/2026

Happy Birthday to Client Engagement Specialist Kyria Cutler! 🎉

We’re wishing our iced coffee loving, outdoorsy, high-energy teammate a fantastic day! Kyria has a special way of making those around her feel comfortable and welcomed. She brings that same warmth to everyone she helps—whether they’re attending a workshop or scheduling a call. She makes each person feel comfortable, cared for, and at ease.

Kyria, we hope you have an amazing birthday!

What a wonderful evening at our New Client Mix & Mingle at Merkle Retirement Planning! Guests enjoyed Merkle trivia, gre...
05/22/2026

What a wonderful evening at our New Client Mix & Mingle at Merkle Retirement Planning!

Guests enjoyed Merkle trivia, great food, and meaningful conversations with our team and fellow pre-retirees and retirees. We’re grateful for the opportunity to build relationships beyond the planning process and celebrate the incredible people we serve. Thank you to everyone who joined us!

Road Trip Season! If you had a long weekend getaway, which would you choose? Beach or lake Mountains or nature escape ...
05/19/2026

Road Trip Season!

If you had a long weekend getaway, which would you choose?

Beach or lake
Mountains or nature escape
City exploring
Cast your vote below! If your favorite road trip destination is not listed, share it in the comments – we'd love to hear your ideas.

Team Trivia Time!✨How well do you know Client Servicing Team Lead, Kailey Hanson?Kailey played which instrument in a ban...
05/12/2026

Team Trivia Time!✨

How well do you know Client Servicing Team Lead, Kailey Hanson?

Kailey played which instrument in a band while attending Central College?

Banjo
Cowbell
Steel drums

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

Happy Mother’s Day! Today, we celebrate the incredible women who have shaped our lives with love, strength, and wisdom....
05/10/2026

Happy Mother’s Day!

Today, we celebrate the incredible women who have shaped our lives with love, strength, and wisdom.

Thank you for all that you do, seen and unseen. We hope your day is filled with appreciation, joy, and time with those who matter most.

Happy Mother’s Day from all of us at Merkle Retirement Planning!💙

Our inner artists were on full display at our April Lifestyle Event! 🎨We enjoyed an afternoon filled with connection, cr...
05/07/2026

Our inner artists were on full display at our April Lifestyle Event! 🎨

We enjoyed an afternoon filled with connection, creativity, and fun during a guided painting class at Painting with a Twist in Urbandale.

As you can see, everyone walked away with a masterpiece.

Thanks to all who joined us for such a memorable afternoon!✨

Happy Birthday to Client Onboarding Specialist Kayleigh Hong-Konz! 🎉 Kayleigh (who also goes by Kay) is one of the newes...
04/28/2026

Happy Birthday to Client Onboarding Specialist Kayleigh Hong-Konz! 🎉

Kayleigh (who also goes by Kay) is one of the newest members of our team, and we’re thrilled to have her onboarding the families and individuals we serve. She plays an important role in helping create a welcoming, organized, and seamless first step on their journey to retirement.

Kayleigh, we hope your two little sweeties and your husband spoil you today—you deserve it!

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

Alerts

Be the first to know and let us send you an email when Merkle Retirement Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Merkle Retirement Planning:

Shortcuts

Share

Category