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 Update from Meld University
May 19, 2020School of Financial Wellness
The U.S. currently has over 1.5 million cases of COVID-19 and U.S. deaths have surpassed 90,000. How will this situation impact your investments?
What the CARES Act means for Required Minimum Distributions (RMD’s)
April 13, 2020School of Financial Wellness
The majority of media buzz on the CARES Act has been about fiscal stimulus. However, those nearing retirement should pay attention to RMD modifications for 2020.
What are Required Minimum Distributions (RMD’s)?
April 13, 2020School of Financial Wellness
Required Minimum Distributions (RMD’s) are minimum withdrawals that must be made once a retirement account holder passes a certain age.
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
Medicare Educational Webinar Exclusively for CPAs & Attorneys
When: Tuesday May 26, 2020 from 3:00 - 4:00 PM
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Learn how Medicare works and when you can get premiums reduced at this educational webinar for CPAs and Attorneys, presented by Meld University.
Shred-It to benefit Children’s Hospital of Alabama
When: Postponed. New date TBD.
Where: Meld Financial Office
Speaker: None
Bring your sensitive documents to be securely destroyed by Shred-It on site! Sponsored by Meld Financial for the benefit of Children’s of Alabama.
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