Upcoming Event:

Click here for details and to register for our next Meld University event: Rollover And Play Dead. Does Your Estate Plan Really Work?. The classes will be held on Tuesday, December 3rd at Greystone Golf & Country Club - Founder's Clubhouse. There is no cost to register, but seating is limited.

Click here or click the image above to download a copy of our retirement planning handbook.

Meld Financial, Inc. may be reached at:



P. O. Box 43626

Birmingham, AL 35243


Securities offered through Triad Advisors, LLC . Member FINRA/SIPC.

Advisory services offered through Meld Financial, Inc.

Triad Advisors and Meld Financial are not affiliated.

This material was prepared by MarketingPro, Inc., and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is no guarantee of future results. The publisher is not engaged in rendering legal, accounting or other professional services. If assistance is needed, the reader is advised to engage the services of a competent professional. This information should not be construed as investment, tax or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product or service, and should not be relied upon as such. All indices are unmanaged and are not illustrative of any particular investment.


1 – fool.com/retirement/2018/01/02/lifetime-income-retirees-need-it-and-heres-how-to.aspx [1/2/18]

2 – ssa.gov/planners/retire/r&m6.html [1/25/18]

3 – cbsnews.com/news/the-top-retirement-decisions-facing-older-workers/ [1/25/18]

4 – nber.org/papers/w24226.pdf [1/18]

5 – ssa.gov/planners/taxes.html [1/25/18]