Dale Merritt, admiral of Raleigh-based Merritt Wealth Strategies (www.merrittwealth.com) has auspiciously completed accreditation in the acreage of abiding care. Merritt is now advantaged to use the CLTC able appellation from the Corporation for Long-Term Care Certification, Inc.
The accreditation affairs identifies allowance professionals who are accomplished in the conception of abiding affliction affairs that bottle clients’ emotional, concrete and banking well-being. Central to the plan is the enactment of allotment for the care. CLTCs analysis all options including Medicare, Medicaid, abiding affliction allowance and claimed finances.
“My adeptness to serve audience depends on compassionate what assets they will charge as they age and how they will pay for them,” says Merritt. “Completing the CLTC affairs provides me with the ample ability bare to cross this circuitous field.”
In accession to CLTC accreditation, Merritt holds several balance registrations, including Series 6, 7, 63 and 66. He is aswell a accountant activity allowance and abiding allowance provider. Prior to basic Merritt Wealth Strategies in 2009, Merritt served a abundance architect for Raleigh-based allowance and banking casework providers, Banyan Rock & Talent.
About Merritt Wealth Strategies:
Merritt Wealth Strategies is a father-son accord of Les and Dale Merritt formed in 2009 to accommodate investment, allowance and retirement planning casework to association in the Triangle and eastern Wake County. Merritt Wealth Strategies is amid at 3356 Six Forks Road, Raleigh, NC 27609. For added information, alarm 919.782.0033 or appointment www.merrittwealth.com.
About Dale Merritt:
Dale Merritt is admiral of Merritt Wealth Strategies. Having developed up in Zebulon, Dale is acquisitive to accommodate banking opportunities to the association in which he was raised, alms absolute acreage and retirement planning, as able-bodied as added banking casework to eastern Wake County. Merritt is certified in abiding care, has several balance registrations including Series 6, 7, 63 and 66, as able-bodied as a Long-Term Care Insurance authorization and a Life Insurance license. He is a affiliate of the American Association for Long-Term Care Insurance. Merritt believes in actual breath in the community. In accession to accepting allotment of the Zebulon Chamber of Commerce and the Knightdale Chamber of Commerce, he maintains breath associates in the North Carolina Cattlemen's Association, the Appalachian State University Triangle Alumni Chapter and the Little River Chapter of Ducks Unlimited. He and his wife, Katie, aswell advance with the Paw Prints Animal Rescue in Garner. For added information, alarm 919.782.0033 or alarm www.merrittwealth.com.
"Securities and Investment Advisory Services offered through FSC Securities Corporation. Member FINRA/SIPC and a registered investment adviser. Merritt Wealth Strategies is not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser. The angle bidding are not necessarily the assessment of FSC Securities Corporation."
Brian Van Norman
919.232.5008
brian@articulon.com
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