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
COVID-19 Scams and How to Protect Yourself
November 12, 2020School of Financial Wellness
Scammers are looking to exploit the oddity of the current COVID-19 pandemic as they use old scams in new ways to target the most vulnerable.
How to Calculate Provisional Income (a.k.a. Combined Income)
November 3, 2020School of Social Security & Medicare
To prevent excess taxation on your Social Security income, it’s important to know how to calculate provisional income.
![2021 Social Security Cost of Living Allowance [COLA] Update. Meld University Logo on top of a pen, paper with budget figures, and a calculator](https://meldfinancial.com/wp-content/uploads/2021-cola-600x315.png)
Social Security Cost of Living Adjustment [COLA] for 2021
October 30, 2020School of Social Security & Medicare
The Social Security Administration announced the Cost of Living Adjustment for 2021. Learn how this change could impact your finances.
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
Meld News
Weekly Economic Update
November 30, 2020Meld News
Equities rallied last week and pushed the Dow over 30,000 for the first time. However, recent economic news is not as encouraging.
Meet our Vice President, Marketing
July 9, 2018Meld News
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, Partner
May 10, 2018Meld News
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
Cost: $0
Financial Fingerprint™ Review
Time: 1 Hour
Cost: $0