Assess, Analyze & Achieve with our revolutionary Merkle Retirement Method. We assess where you are with your current planning and what it will take to get you to where you want to be. Through this assessment, we identify strategies that could be of benefit to you that you may have yet to explore. We analyze your current investments including any hidden fees you could be paying and how much you could potentially lose if the market were to correct. Finally, we work side by side with you to achieve your retirement goals together. The outcome of our planning is your own Comprehensive Case, which serves as your guidebook to turn to throughout your retirement.