Kathy Merritt
The Tranel Financial Group
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1988
Areas of expertise:
- Annuities
- Business planning
- Divorce planning
- Charitable and Planned Giving
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Tax Planning
Further information about Kathy Merritt:
Kathy Merritt is a Financial Advisor and the Faithful Watch Coordinator for The Tranel Financial Group through Money Concepts. Kathy focuses primarily on reviewing the portfolios of clients in, or approaching, retirement. A featured speaker for Smart Women Finish Rich, a feature in the Lifelong Learning Seminar Series which is offered free to the public, Kathy is passionate about helping clients Enjoy A Better Life!
* Financial Advisor/ Faithful Watch Manager
* Licenses: 6, 7, 63, 65, Life & Health, Long Term Care
* Certified Fund Specialist
* GLMV and DBR Chamber of Commerce Member
* Investment Committee Member
Specializes In:
* Investment Management
* Retirement Planning
* Financial Plans for Individuals
* 401(k) and 403(b) Rollovers
Compensation and Fee Structures:
Not specified
Licenses, Certifications & Affiliations:
Series 6, 7, 63, and 65
Life and Health Insurance
Certified Fund Specialist
Education:
Not specified
Will provide references upon request?
Yes
Contact Information for Kathy Merritt
Phone: (847) 680-9050
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Fax: (847) 680-9051
Address for Kathy Merritt:
1509 N Milkwaukee Ave
Libertyville, IL, 60048
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