DEFENSE WINS RETIREMENT™! And your Financial Fingerprint™ is a comprehensive wealth management plan that ensures you will be playing defense when the time is right. It is also:
Quick to assemble,
Easy to understand, and
Simple to modify as your circumstances change.
Get Your Financial Fingerprint™
Meld Financial is an independent wealth management firm located in Cahaba Heights. We are also proud sponsors of Samford Sports.
During over 30 years of managing wealth for more than 300 households, we have developed Financial Fingerprint™, the process that lies at the heart of our wealth management philosophy.
In around an hour, you will:
ORGANIZE your current financial situation, needs, and concerns.
CLEARLY DEFINE where you stand regarding your retirement.
PROVIDE UNDERSTANDING of the MELD philosophy on saving, spending and investing.
Get Your Financial Fingerprint™
Retirement Planning
Investments
Social Security & Medicare
Tax Planning
Estate Planning
The name “Meld” spawned from our philosophy of bringing it all together. This means your Financial Fingerprint™ will be developed with the assistance of a diverse team of experienced professionals.
