The Meld Advantage
Your Financial FingerprintTM
What is a Financial FingerprintTM?
A Financial Fingerprint is best described as a detailed map of your unique financial situation. Every individual or family has their own profile of income, expenses, savings and goals. By developing your Financial FingerprintTM, we will understand your financial situation in detail, so we can help you make the best decisions for your retirement and your future.
Fiduciary Responsibilities of the Retirement Planning CommitteeFebruary 14, 2020
School of Employer Plans
Managing others’ retirement is a responsibility that shouldn’t be taken lightly. Following fiduciary standards protects all parties involved.
How the SECURE Act Changes Retirement Benefit OptionsFebruary 10, 2020
School of Employer Plans
Congress believes Americans aren’t saving enough for retirement. The recently passed SECURE Act takes aim at several issues impacting the retirement system.
Year-End Financial ChecklistDecember 20, 2019
School of Financial Wellness
Be prepared with our year-end financial checklist. Inside, we review 5 of the most important financial items to consider before year end.
Meld University is a collection of articles, seminars and videos, curated by the professionals at Meld Financial, that are designed to educate you on a wide range of financial topics. The only cost is your time!
Upcoming Meld University Events
Medicare and Managing Health Care Expenses in Retirement
When: Tuesday, Feb. 25th at 3:00 Central
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?
Defense Wins Retirement: Shifting your strategy from Growth to Income
When: Tuesday, March 10, 2020 from 6:30 PM to 8:00 PM
Where: Greystone Golf & Country Club - Founders Clubhouse
Speaker: Kyle Whittington, CFP®
Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.
Shred-It to benefit Children’s Hospital of Alabama
When: Saturday May 2nd from 10:00 AM to 1:00 PM
Where: Meld Financial Office
Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.
Why Meld Financial?
Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.
We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.
We provide independent and objective services melded with customer-driven financial goals.
“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”
-Mark McGarvey, President
Introductory Phone Call
Time: 20 Minutes
Financial Fingerprint™ Review
Time: 1 Hour