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
Weekly Economic Update
June 14, 2021School of Financial Wellness
CPI recorded a high not seen since 2008. Fed balance sheet topped $8T. G-7 leaders discussed global taxation and climate change.
Money Management During Retirement
June 8, 2021School of Financial Wellness
Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.
Social Security Windfall Elimination Provision & Government Pension Offset
May 14, 2021School of Social Security & Medicare
The Social Security Windfall Elimination Provision [WEP] and Government Pension Offset [GPO] rules can impact your retirement plan.
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
Financial Fingerprint: How to Approach Your Retirement Questions
When: Tuesday, July 13th, 2021 at 3:00 - 4:00 PM CDT
Where: Online Webinar
Speaker: William D. Connor, Financial Advisor at Meld Financial
We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income
When: Tuesday, August 24th, 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.
Social Security: What You Need to Know to Maximize Your Retirement Income
When: Tuesday, September 21st, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Social Security is far more complicated than most people realize. The decisions you make now will have a tremendous impact on the total amount of benefits you will receive over your lifetime.
Meld News
Announcing: Mark McGarvey, Chairman, Kyle Whittington, President
March 1, 2021Meld News
Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.
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
Complete the form below and a member of the Meld Financial Team will contact you during business hours.