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
Retirement Planning Resource Guide
January 14, 2021School of Financial Wellness
Preparing for retirement involves considering your vision for the future and setting aside funds to bring your dream to reality.
Key Financial Data for 2021
January 7, 2021School of Financial Wellness
Our handy reference guide of 2021 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.
Financial Dos and Don’ts During a Pandemic
December 29, 2020School of Financial Wellness
2020 has changed our lives dramatically, but it’s important to maintain financial discipline. These tips will help you stay on track.
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
Social Security: What You Need to Know to Maximize Your Retirement Income
When: Tuesday, January 26th, 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.
Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties
When: Tuesday, February 23rd, 3:00 to 4:00 PM CDT
Where: Online Webinar
Speaker: Patricia L. Burris, CFP®
Are you or a loved one over age 60, or retiring soon, and wondering: When do I need to sign up for Medicare? How do I sign up?
Defense Wins Retirement: How to Shift Your Strategy From Growth to Income
When: Tuesday, March 30th, 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.
Meld News
Weekly Economic Update
January 19, 2021Meld News
U.S. equities retreated from all-time highs last week. Now, the nation braces for a busy earnings week and a Presidential inauguration.
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.
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.
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