Financial Fingerprint: How to Approach Your Retirement Questions

Presented by Meld University

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.

Speaker: William D. Connor, Financial Advisor at Meld Financial

When: Tuesday, July 13th, 2021 at 3:00 - 4:00 PM CDT

Where: Online Webinar

Cost: $0

    We are excited to introduce you to Financial Fingerprint™, our unique, retirement-focused planning process. With over 30 years of experience in helping people like you plan for retirement, we know we can help answer your retirement questions.

    Join us as we show you how Financial Fingerprint™ works. We will discuss what makes our approach to Wealth Management different and why your Required Rate of Return is the most important component of retirement planning. Whether you are interested for yourself, or if you know someone else that could benefit from this valuable information, we are here to help.

    Unlike traditional financial planning, your Financial Fingerprint™ can be built in a single meeting. It is a personal plan that is quick to assemble, easy to understand, and simple to modify as circumstances change.

    Financial Fingerprint™ focuses on the interaction between the three key components of retirement: income, spending, and invested savings. Together these factors define the rate of return your savings need to earn to meet your retirement goals. We call this your “Required Rate of Return.” Your Required Rate of Return becomes a single point of focus to keep you on track in meeting your retirement needs.

    You’ve spent years saving for retirement. As your retirement approaches, or even if you are already retired, it is common to have questions. Have you saved enough? Where your income will come from? Will a drop in the stock market will derail your plans?

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    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.

    Mark McGarvey - Chairman - Meld Financial

    “We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

    -Mark McGarvey, Chairman