The key to Creating a Dream Life in

today's economy

Discover how market volatility, increasing taxes, inflation, and government spending may reduce your retirement savings and investments if you're not prepared.

Fill out the form below to register for our dinner workshop at Gincchinnco in Marshall, Texas on November 15, 2022 @6:30PM

What John will be Covering:

"The key to achieving a Dream Life in Today's Economy"

Tax Alert: Are your retirement accounts infected with taxes
Inflation: Will the rising cost of goods and services impact your spending money?
Roth Conversions: Does it make sense for you and your family?
Retirement Income: What can you do now so that you won't outlive your money?
Volatile Markets: How to protect yourself during an unstable market?
Recession: How to plan now for future economic downturns?

ARE YOU PREPARED FINANCIALLY FOR THE FUTURE? NOW IS THE TIME TO GET A 2nd OPINION.

Gain the knowledge to help you build your Rose Retirement Roadmap, register for our education class today!

Dinner will be at:

Ginocchio Seafood & Steak

707 N Washington Ave

Marshall, Texas 75670

Thinking About Working With Me?

Here's what some of my past clients have to say...

John is a great investment manager. He keeps your short and long-term goals in mind and is committed to helping you become wealthy in retirement. I would encourage anyone to meet with John and get to know all the options his company has to offer, you can't go wrong. ~ W. Norrow ~

Having peace about the future is SO important no matter what stage of life you are in. We found good options at Rose Retirement, and John was careful to listen and look for what was best in our situation. Definitely recommend their services!

~ T. Bishop ~

Insurance products and annuities offered through John Merkel, Texas Insurance License #943284