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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 4pm

Merkle Retirement Planning

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United States
Grimes, IA
Merkle Retirement Planning

We specialize in comprehensive Retirement Planning services.

07/16/2026

Happy Birthday to Client Servicing Team Lead Kailey Hanson! 🎉

We are so grateful for Kailey's attention to detail, positive attitude, and willingness to help others. Her dedication helps create meaningful connections within our team and exceptional experiences for the families and individuals we serve.

Kailey has a true zest for life, a wonderful sense of humor, and is always ready to share a laugh. Whether she's supporting her teammates or helping bring everyone together, she makes Merkle Retirement Planning a better place to be.

Kailey, thank you for all you do. We hope your birthday is filled with laughter, celebration, and time with the people you love.

07/14/2026

Everyone has their favorite way to start a summer day. Which one sounds most like you?

Vote in the comments:

☕ Coffee on the patio
🚶 A walk outdoors
🌼 Working in the garden

Tell us if there's another summer morning tradition you love!

07/07/2026

At the 2025 Iowa State Fair, the record-setting Biggest Pumpkin weighed how much?

A) 1,109 pounds

B) 1,409 pounds

C) 1,709 pounds

Take your best guess and drop your answer in the comments below! 👇

We'll reveal the answer tomorrow.

07/05/2026

Happy Birthday to Client Servicing Specialist Nkiru Nwachukwu! 🎉

Nkiru’s kindness and warmth can be felt in everything she does, and her smile has a way of lighting up a room. She brings a caring spirit and positive energy to those around her, making a difference each and every day.

Nkiru, we hope you enjoy your special day and that your family surrounds you with love, laughter, and joy as you celebrate. Happy Birthday!

07/04/2026

From all of us at Merkle Retirement Planning, we want to wish you a Happy Fourth of July! 🇺🇸✨

Today, we celebrate 250 years of freedom and the many brave men and women who have helped protect it.

Whether you're spending the day reflecting, relaxing, or celebrating with family and friends, we hope it's filled with gratitude, joy, and meaningful moments.

Have a safe and wonderful Independence Day!

07/02/2026

BINGO, prizes, food, and plenty of smiles! ✨

We had a great time at our recent Lifestyle Event at the Sherwood Forest Event Center in Windsor Heights. The afternoon was filled with BINGO, delicious food, friendly competition, and lots of laughter.

From showing off winning cards and celebrating prizes to enjoying time with friends old and new, there was excitement around every table.

Thank you to everyone who joined us and helped make the event such a success. We always enjoy creating opportunities for the families and individuals we serve to connect, have fun, and make lasting memories together.

06/30/2026

Did You Know? ✨

The average American has visited 16 states outside of the one they currently call home. What's your favorite state you've visited?

Source: YouGov.com

06/28/2026

Happy Birthday to the one and only Loren Merkle! ✨🎉

Loren’s leadership, kindness, and work ethic are qualities we all admire. He leads with fairness, integrity, and a genuine commitment to helping others succeed.

He’s constantly learning, evolving, and proving that growth never stops. Whether he’s sharing new ideas, encouraging the team, or looking for ways to improve, his passion for personal and professional growth is contagious.

Loren also knows how to keep things fun. From team-bonding activities and special events to the occasional treat that brightens everyone’s day, he’s helped create a culture we truly appreciate.

Today, we celebrate not only the leader he is, but the person he is. Loren, we hope you have a fantastic birthday!

06/27/2026

We want to wish a very Happy Birthday to Marketing Strategist Casey Guess!

Casey keeps us all laughing around the office with his witty one-liners and humorous perspective on just about everything. He brings high energy and creativity to the team, helping tell the story of who we are and what we do in meaningful and engaging ways.

Casey, we hope you have a fantastic birthday and that your lovely wife and adorable daughters spoil you today — you deserve it!

06/26/2026

Retirement Planner Jeremy Lyons channeled his inner Doc Brown during our Back to the Future-themed Midyear Market Lunch & Learn at Merkle Retirement Planning. ✨

Dressed for the part, Jeremy took attendees on a fascinating journey through the markets—looking back at oil and gas prices, exploring the situation in Iran, discussing the impact of artificial intelligence on the economy, and sharing key trends to watch moving forward.

We received some great questions from the audience and appreciated the thoughtful engagement throughout the presentation. Thank you to everyone who attended, and a special thanks to Jeremy for helping us connect the past, present, and future in such an educational and entertaining way!

Missed the presentation or want to watch it again? Check out the full video here: https://youtu.be/SSrLNwslRAM

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

http://www.MerkleRetirementPlanning.com/

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