Burt Caldwell

School of

William Burt Caldwell - Vice President of Marketing at Meld Financial

Join us for our next Meld University Event:

Preparing for Long-Term Care Expenses in Retirement presented by Blake May, J.D., CFP®. The webinar will be held on May 11th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

 

Burt joined the Meld Financial team in June 2018 after two decades of being a client. Burt heads up our marketing department with his key focus on developing new business initiatives. In addition, Burt manages Meld’s advertising and promotion efforts. Prior to joining Meld Financial, Burt worked with U.S. Steel Corporation for 35 years before retiring in 2016. His diverse commercial experience provides a new approach to expanding the Meld Financial brand.

Join Us for a Meld University Event

Financial Fingerprint™ by Meld Financial. Secure YOUR retirement plan.
Financial Fingerprint: How to Approach Your Retirement Questions

We are excited to introduce Financial Fingerprint™, our unique, retirement-focused planning process. Join us for this no-cost webinar to learn more!

DEFENSE WINS RETIREMENT™
DEFENSE WINS RETIREMENT™: How to Shift Your Strategy From Growth to Income

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs.

Security Filing Strategies
Social Security: What You Need to Know to Maximize Your Retirement Income

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.

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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