Celebrate those you Love by learning how to Leave a Legacy that Matters!

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 or lunch seminar at Los Pino's Winery on February 23, 2023 at 6:30pm or February 24,2023 at 6:30pm

During this informational dinner or lunch event, John Merkel, CEO/Founder of Rose Retirement Financial Services will teach you:



  • How to lock in a lower tax bracket now, to prepare for higher income and estate tax rates in the future.

  • To protect your investments and income from INFLATION that's expected to continue rising.

  • Ways to lock in growth NOW before the next mark downturn.

  • Health Care, Long-Term Care, and Life Insurance

  • Estate Planning

  • General investing concepts

  • Income in retirement

We believe you deserve to spend more time planning your next life adventure than looking at your bank account. Building wealth in retirement is what we do. Helping people leave a legacy that matters is who we are.

~Leaving a Legacy that Matters... Starts Today! ~

John Merkel


of ROSE Retirement Financial Services

John Merkel is a seasoned and skilled professional with over 25 years of experience in retirement planning. He has helped 1000s of clients reach there retirement goals. He believes his clients deserve to work with a dedicated financial professional with the highest integrity, honesty, and ethics. John loves educating people on how to build wealth for retirement.

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 ~

 Rose Retirement Financial Services, LLC | ©2023 | All Rights Reserved


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

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