Mark has been in the financial service business since 1976 and formed Meld Financial in 1984. He developed our motto: “We provide independent and objective services melded with customer-driven financial goals”, which sums up how he feels about the direction Meld has taken.
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.”
