It is with great sadness we announce the passing of our beloved colleague and friend, Abby Huntrods. After a courageous battle with breast cancer, Abby spent her final days at home, surrounded by loved ones. The world has lost a kind mother and wife, a bright and spirited professional, and a true and loyal friend.
We are heartbroken. In lieu of flowers and gifts, you are welcome to donate to the Abby Huntrods Memorial Fund at Connection Bank, 115 Legacy Drive, Burlington, IA 52601, or Venmo @AbbyHuntrodsMemorial as this account links to the Memorial Fund account. At our retirement workshops, you'll learn how to use market volatility to your advantage, investing mishaps in retirement, how to set yourself up for tax-free growth, and much more!
We are heartbroken. In lieu of flowers and gifts, you are welcome to donate to the Abby Huntrods Memorial Fund at Connection Bank, 115 Legacy Drive, Burlington, IA 52601, or Venmo @AbbyHuntrodsMemorial as this account links to the Memorial Fund account. At our retirement workshops, you'll learn how to use market volatility to your advantage, investing mishaps in retirement, how to set yourself up for tax-free growth, and much more!
Services
Loren's passion is helping people achieve their retirement dreams. He's been a part of the financial industry since 1998 and has helped thousands of people retire. Through his many years in the industry, Loren has been able to unmask a lot of what goes on behind the scenes at major corporations. He experienced companies and advisers that would overcharge and oversell investment products with no intention of seeing their clients through.
After going in-depth with our Merkle Retirement Method, we'll document your customized retirement plan in your own Comprehensive Case. While we're your guide through retirement, your Comprehensive Case is the compass that will lead you in the right direction. With so many decisions to make to and through retirement, being proactive is priceless.
Income - Is it possible to generate guaranteed lifetime income that is both predictable and dependable?. Join Loren Merkle, Chawn Honkomp, and AnnaMarie Morrow for our Journey To Retirement online event. We will discuss when to elect Social Security and Medicare, turning your retirement savings into retirement income, saving money on taxes plus a plan for long-term care, and leaving behind a meaningful legacy.
In this season of uncertainty, we're here for you, ready to answer your questions, offer a second opinion on your retirement plan or just listen to what's on your mind. Book a call and let's talk about how to help take care of you and your loved ones in the weeks, months and years ahead. If you are a client and wish to schedule a call or visit with your retirement planner, please call our office at 515-278-1006.
Reviews (6)
Danny Lubritz
Jan 17, 2022
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Larry Kyner
Jan 01, 2022
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My wife and I knew we needed help with preparing for our retirement. We knew we wanted to reduce our tax burden in retirement and make sure we would have enough money to retire comfortably. Loren and his team put a strategy and plan together to reach our goals by taking action now instead of waiting until retirement age which would be too late at that point. We now feel comfortable with approaching retirement and have a plan in place to reach our goals. We are so thankful for Loren and his team, the relationship we built with them so far and the guidance they have already provided and will continue
Marcia Pfeffer
Dec 19, 2021
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Cj Goettsch
Sep 20, 2021
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We have been with many Investment Firms in the past but have never received the vital information regarding our retirement plan that we have received from Merkle. We have learned more in the short few months in our meetings with Chawn then we did for many many years with our previous providers.
The staff have all been very helpful and responsive to all of our needs. We feel appreciated every time we go there and they all exude professionalism.
We would highly recommend Merkle Retirement especially if you do not plan to retire for 10+ years. We wish we would have engaged Merkle years ago. This
The staff have all been very helpful and responsive to all of our needs. We feel appreciated every time we go there and they all exude professionalism.
We would highly recommend Merkle Retirement especially if you do not plan to retire for 10+ years. We wish we would have engaged Merkle years ago. This
Ted Phillips
Jul 01, 2020
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I have been doing my own planning for several years, but I always looked up to the Merkle Team as experts in tax efficient retirement strategies. Now that my wife an I are going into retirement I have decided to let Merkle take the responsibility of managing the complex picture of retirement planning, tax strategies and effective handling of our retirement nest egg. This will allow me and my wife to focus on enjoying our new retirement time and not worrying about all the issues of our future retirement income. Thanks Merkle for taking over and we look forward to many years of having you handle
Molly S.
Dec 03, 2019
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