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.
Latest Articles
The 10 Worst States for Retirement
February 25, 2021School of Financial Wellness
Planning the location where you retire can be as impactful to your retirement plan as the amount of money that you have saved.
The 10 Best States for Retirement
February 5, 2021School of Financial Wellness
Where you retire can make a major impact on your retirement plan. Some states are better for retirees than others, so here’s our top 10.
Retirement Planning Resource Guide
January 14, 2021School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.
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
Defense Wins Retirement: How to Shift Your Strategy From Growth to Income
When: Tuesday, March 30th, 3:00 to 4:00 PM CDT
Where: Online Webinar
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.
Rollover and Play Dead. Does Your Estate Plan Really Work?
When: Tuesday, April 20th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Lynn Campisi, J.D., LL.M.
As people age, having proper estate planning documents is even more important. Learn how your assets should be titled and how to avoid costly mistakes.
Preparing for Long-Term Care Expenses in Retirement
When: Tuesday, May 11th, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Blake May, J.D., CFP®
Long-term care expenses represent a significant threat to your retirement outlook and can deplete a retirement nest egg quickly.
Meld News
Weekly Economic Update
February 22, 2021Meld News
Treasury rates are gaining momentum as recent economic data reveals pent up demand for a post-pandemic economy.
Join Us in Congratulating Pat Burris
February 2, 2021Meld News
After 24 years of full-time employment with Meld Financial, Pat will be transitioning to a part-time consulting role as she starts the journey into retirement.
Meld University Cooks: New Orleans Style Pecan Pralines
December 7, 2020Meld News
As a gift to our clients and all of you in this unconventional holiday season, Lynn Campisi will show you how to make New Orleans Pecan Pralines.
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, Chairman
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