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.
New DOL E-Disclosure Rule Aimed at those not “Wired at Work”October 13, 2020
School of Employer Plans
A new e-disclosure safe harbor was published by the DOL in May. Retirement plans now assume e-disclosure distribution for all participants.
Medicare – Are You Paying Too Much Premium?October 6, 2020
School of Social Security & Medicare
Pat Burris, CFP® discusses Medicare and the steps you need to take to ensure you aren’t paying too much premium for your Medicare coverage.
CARES Act Update for Employers: Partial Plan TerminationOctober 1, 2020
School of Employer Plans
In our latest CARES Act update, learn about Partial Plan Termination and how it affects companies with vesting schedules.
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
Preparing For Long Term Care Expenses in Retirement
When: Tuesday, Nov 17th from 3:00-4:30 PM CST
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.
Weekly Economic UpdateOctober 19, 2020
COVID-19 cases surge in 42 states, but retail sales surprise investors. U.S. Equities shake off midweek slump and notch positive gains.
Meet our Vice President, MarketingJuly 9, 2018
William B. (Burt) Caldwell, Jr., Vice President, Marketing. Burt joined the Meld Financial team in June 2018 after two decades of being a client.
State of the Company – Jamie Cornehlsen, PartnerMay 10, 2018
Mark penned a letter on the State of the Company that was mailed to all of our clients, centers of influence and personal associates.
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