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.
Weekly Economic UpdateOctober 18, 2021
School of Financial Wellness
Elevated inflation continues. Retail sales climb despite persistent logistics problems. Q3 earnings reports surpass estimates.
Social Security Cost-of-Living Adjustment [COLA] for 2022October 15, 2021
School of Social Security & Medicare
The Social Security Administration announced the Cost-of-Living Adjustment for 2022. Learn how this change could impact your finances.
6 Simple Oversights That Can Ruin Your Retirement PlanOctober 8, 2021
School of Saving and Investing
Saving for retirement is crucial for most Americans to enjoy their twilight years, but these 6 mistakes can ruin 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
When: Tuesday, November 9th, 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.
When: Tuesday, November 16th, 6:30 to 8:00 PM CDT
Where: Founder’s Clubhouse, Greystone Golf & Country Club
Speaker: Patricia L. Burris, CFP®
Get the latest updates from Social Security and Medicare and the changes expected to these programs in the upcoming year.
Announcing: Mark McGarvey, Chairman, Kyle Whittington, PresidentMarch 1, 2021
Join us in congratulating Mark McGarvey, Chairman, and Kyle Whittington, President, on their new roles at Meld Financial.
Join Us in Congratulating Pat BurrisFebruary 2, 2021
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 PralinesDecember 7, 2020
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.