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Take your WEALTH to new heights

Leaving a Legacy starts today!

Planning for your future in today’s market can be overwhelming. That’s why Rose Retirement is here to listen to each client and help develop a personalized income plan to assist in the process of making important financial decisions.

There are many challenges to consider in retirement, including taxes, market loss, Social Security, long-term care, Medicare, or even running out of money. Whatever your needs, we’re focused on helping you in the most efficient manner possible.

KEY GUIDING VALUES

We believe in compassion, empathy, courteousness, and transparency. Using these key values, our goal is to help families live happier, healthier, and wealthier lives. If you are looking for a better way to plan for your financial future, Rose Retirement can help provide you with solutions to work toward your specific goals.

Discover the products and services we offer for your retirement.

Forbes

Read my article on Forbes Brand Voice below.

Our services

Our Retirement & Financial Planning solutions

RETIREMENT INCOME STRATEGIES

LEGACY PLANNING

TAX-EFFICIENT STRATEGIES

LONG-TERM CARE

WEALTH ACCUMULATION ASSISTANCE

ANNUITIES AND ASSET PROTECTION

100+

Testimonials

About us

Our Story

Rose Retirement was founded to help others build a lasting legacy today that will impact their family for generations to come.

The inspiration behind our name came from John’s daughter, Lindee Rose. Lindee is a bright young girl who loves her family, is very outgoing, and participates in local and state cheer events on a regular basis. You may even meet her at one of Rose Retirement’s many educational workshops and community events. As a father and husband, John understands the importance of working hard to provide for his family now and working hard to make sure a well-thought-out plan is in place that will provide for his family in the future.

In the same way, John knows that helping others build a plan that protects and provides for their family is just as important. As a result, he has worked diligently to establish his practice in the heart of his community and serve them diligently as a trusted financial professional and financial educator who brings clarity to the complex topics surrounding retirement.

Let us connect you with the most qualified wealth advisor.

Ready to Grow Your Wealth?

When you work with us, you get a lifelong partner – a dedicated financial advisor who creates strategies designed to evolve with you. Just fill out the form to get a complimentary guide about life insurance and take the first step into retirement wealth.

Reviews

What our clients 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 ~

Words can’t express what a pleasure it is to work with John & his team. For several years he has made it his mission to keep us informed and educated on the market. After the passing of my husband, John provided me great comfort through wise counsel and the easy steps to follow to ensure our financial goals remained on track.
 ~ J. Jones ~

Planning for Retirement? 

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Our team

We are ready to serve you

John Merkel

John Merkel

CEO/Founder

Valerie Barnard

Valerie Barnard

Operation Manager

April BArnard

April BArnard

Marketing Director

The Rose money minute

Our Events

ready to Educate you

Rose Retirement regularly hosts educational and entertaining events for the community and its clients. Some topics include but are not limited to:

• Social Security
• Tax-efficient strategies
• Retirement income planning
• Legacy planning strategies

We also believe that retirees are a vital part of our community. Each year, we offer activities and sponsor events for retirees.

These activities include:

• Complimentary educational workshops

• Lunch and learns

• Charity events

Get In Touch…

Rose Retirement