Chawn Honkomp
Retirement Planner at Merkle Retirement Planning
- Role
- Retirement Planner at Merkle Retirement Planning
- Location
- Dallas County, IA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chawn Honkomp
CPA, CFP, Certified Financial Fiduciary (CFF), Retirement Income Certified Professional…
Experience
Retirement Planner
Jul 2019 — Present · Grimes, IA, US
Education
The University of Iowa Tippie College of Business
MBA
2007 — 2011
University of Northern Iowa
BA, Accounting
1996 — 2000
Skills
- Business Overhead Expense
- Universal Life Insurance
- 401(K), 403(B), Sep & Simple Iras
- Series 7, 66 Registrations
- Term Life Insurance
- Wealth Accumulation
- Financial Needs Analysis
- Tax-Deferred Savings
- Supplemental Retirement Income
- Informal Business Valuation
- Iras (Traditional & Roth)
- Business Continuation Strategies
- Asset Allocation
- Mutual Funds
- Salary Continuation
- Estate Planning
- Income Protection
- Survivor Income
- Buy-Sell Agreements
- Deferred Compensation Plans
- Disability Income Insurance
- Executive Benefits Strategies
- Buy-Sell Review
- Key Person Insurance
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