Maximize Your Retirement

You’ve spent a lifetime working hard. It’s time to enjoy it.

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Our purpose is to bring your retirement vision to life by creating lifelong relationships and retirement plans built on a foundation of trust, transparency and a warm heart. As your team for retirement, we aim to give you the tools and resources you need to walk confidently into retirement. With a community of like-minded individuals and services for your financial, physical, and social well-being, let’s make your next chapter the best one yet.

Take the first step to a successful retirement

Join us for our complimentary Journey to Retirement class.

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Retire Right in 3 Easy Steps:

As you work with us, we'll help you:

Connect

We want to learn more about you. What do you want to do in retirement? What are your biggest concerns?

Strategize

Develop strategies that maximize your retirement savings.

Plan

Together we will develop a plan that covers the six components of retirement: lifestyle, income, taxes, investments, health care, and legacy.

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Don't Miss Important
Retirement News and Insights

Sign-up for our Visual Insights Newsletter for the latest retirement information and strategies.

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This field is for validation purposes and should be left unchanged.

Looking for more information?

Retirement investment strategies | Exploring the Role of Annuities and CDs

In this episode of “Retiring Today,” experienced retirement planners Loren Merkle and Chawn Honkomp dive deep into making sense of annuities. With the backdrop of a volatile stock market and […]

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Unlocking $93,000 More From Social Security: John and Sue’s Journey

In this episode of Retiring Today, experienced retirement planners Loren Merkle and Chawn Honkomp delve into how to get an extra $93,000 out of Social Security. Get insights on maximizing […]

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Elections and Your Retirement | Managing Market Uncertainty

In this episode of Retiring Today, Elections and Your Retirement, we dive into how market volatility is influenced by election cycles and effective strategies you can employ to safeguard your […]

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Early Retirement Strategies | 8 Reasons to Leave the Workforce Sooner

In this episode, Retirement Planners Clint Huntrods and Loren Merkle delve into the compelling reasons to consider retiring early. Discover the benefits of a more active retirement, the financial strategies […]

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Simplifying Tax Strategies For Your Retirement

Discover simple yet effective tax strategies for retirement.  – Understanding the massive scope of the U.S. tax code and its implications on personal finance.  – Explore the concept of tax […]

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How to Combat Inflation for a Secure Retirement Lifestyle

Facing the challenges of inflation can be daunting, especially as you plan for retirement. Learn actionable strategies to maintain your lifestyle without falling victim to the rising costs.  – Discover […]

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Retirement Strategies | How to Stop Leaving Money on the Table

Don’t leave retirement money on the table due to taxes! We’re diving deep into strategic planning to save you potentially thousands in tax dollars.  – Learn about the whopping $650 […]

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Maximizing Your Social Security | Strategies for a Smart Election

Navigating Social Security benefits can be daunting, especially when you’re on the cusp of retirement. Experienced Retirement Planner Loren Merkle breaks down the complexities to help you maximize Social Security […]

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Navigating Retirement | A Couple’s $12 Million Lesson

Discover how to navigate the complexities of retirement planning with Retirement Planners Loren Merkle and Chawn Honkomp. Learn key strategies to live comfortably, protect your nest egg, and grow your […]

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Retirement Planning | Why It’s Not an Easy Set It and Forget It Scenario

We look at why you can’t simply “set it and forget it” when it comes to retirement planning. We highlight the importance of ongoing maintenance and adjustments to adapt your […]

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Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

Ready to take your retirement to the next level?

Let's chat! Schedule a RetireReady Call to talk with a retirement planner about your retirement vision.

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