(604) 816-2534
Jarrod@MerkFinancialgroup.com
LinkedIn

Retirees

Retirees

Who's this for?
Benefits
Who's this for?
  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
Benefits
  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long Term Care
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate PlanningAlmost done paying mortgage
Contact

Contact Us

Jarrod Merkel
Jarrod@MerkFinancialGroup.com
(604) 816-2534

Merk Financial Group

1188-1095 West Pender Street
Vancouver, BC V6E 2M6

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About Jarrod

Jarrod Merkel is a Certified Financial Planner® who has been working in the financial services industry since 1996. With over 20 years of experience, Jarrod has attended and ran education events including the annual Independent Financial Brokers' summit, insurance company events and has trained many financial advisors. Jarrod's experience is unique, his experience spans across the financial services industry, from working with the insurance companies to managing general agencies and teaching financial advisors, he is able to come up with effective solutions that help clients achieve their financial goals.
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