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
Our Team
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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.
Retirement Services
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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.
Workshops
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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.
Schedule a Call
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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.
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