Join Us in Congratulating Pat Burris

School of Meld News

Congratulations Pat Burris, CFP® of Meld Financial

Join us for our next event: Defense Wins Retirement: How to Shift Your Strategy From Growth to Income with speaker Kyle Whittington, CFP®.

The webinar will be held on March 30th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Please join the Meld Financial team in congratulating our own Pat Burris, CFP® in beginning her retirement journey at the end of this month. After 24 years helping you, our clients, plan successful retirements, Pat will now start enjoying the rewards of her own careful planning!

Transitioning to a Consulting Role at Meld Financial

We know this is exciting news for everyone, but don’t worry. Beginning in February, Pat will move to a consulting role with Meld where she will remain available for our team and clients to share her years of retirement and deferred compensation plan, financial planning, Social Security, and Medicare knowledge.

In her new role, Pat will continue to conduct occasional webinars on Social Security and Medicare and provide valuable insights to our team, but she will reduce her hours in the office. After so many years of careful planning, in addition to guiding you all, we are so excited for Pat as she begins this new and exciting stage of her career. Again, please join us in congratulating her!

If you have questions, or if you’d just like to say congratulations, don’t hesitate to contact the Meld Financial team. We look forward to continuing to provide you with the excellent service and advice to help you plan a successful retirement.

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