Dave Mersky - SafeMoney.com

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Arkansas

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TalkMedicare & More President
Address:
5875 Daylilly Trail Springdale AR 72764

Phone: 479-442-8585

Mobile: 479-236-5673

Website:

talkret

My objective is to assist others in making retirement decisions that will offer them peace of mind. I work to achieve this objective by:

Educating investors in the value of low risk, low volatility, and high probability of success investment models
Assisting senior citizens in understanding and choosing supplemental Medicare, life, long-term care, annuity, and other insurances
Helping clients better understand their risk tolerance when determining appropriate investment and saving mechanisms
I completed a doctorate in Adult Education from the University of Arkansas in 1998. Five years later I became involved in education and sales within the Insurance and Financial Services industries. I've held various insurance and investment licenses since 2003, and I've been at it ever since!

More recently, I earned a certificate in Financial Planning from The University of Georgia in 2014 and then received the designation of Chartered Advisor of Senior Living (CASL) from the American College of Financial Services in 2015. The certificate and designation required successfully completing college-level courses concerning:

(a) Fundamentals in Financial Planning
(b) Fundamentals of Investments
(c) Income Tax Planning
(d) Estate Planning
(e) Insurance Planning and Risk Management
(f) Retirement Planning
(g) Understanding the Older Adult

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1.877.476.9723
(877.GROW.SAFE)

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