Blake has been in the financial services business since 2014, joining Meld Financial in November 2018. As an Associate Wealth Manager, he assists clients in organizing, developing, implementing and maintaining a plan for meeting their financial goals, including investing, retirement planning and education saving, as well as insurance, tax and estate planning.
When: Tuesday, September 21st, 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.
The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).
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.”
