Will has been providing financial planning services since 2001, joining Meld in August 2013. Will is in charge of the Financial Planning Department and focuses on blending his knowledge with the intangible aspects of our client’s situations to help them attain financial security. Will works to ensure that our clients’ investments align with their financial plans.
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.”
