Securing income and protecting the principal for retirement.
Receive a personal Social Security strategy based on your financial situation.
When a financial plan is structured with tax planning in mind, the result is minimized taxes allowing for more preserved wealth.
Estate planning can help ensure your assets will be there for those you love after you are gone and is one of the most loving things you can do for your family.
We help our clients create a comprehensive financial plan that will help them achieve their goals.
INDIVIDUAL RETIREMENT ACCOUNT (IRA)
Our advisors can give you guidance on IRA’s whether it is opening, investing or managing what you already have.
Medicare can be confusing with so many moving parts. Let us help you make sense of it and simplify the process.
IN FINANCIAL SERVICES FOR OVER 30 YEARS!
Melia Advisory Group understands the value of every dollar and how hard people have worked to earn it. With a thorough understanding of historical financial cycles, we are prepared to properly equip individuals with investments that provide income, protect assets and give you peace of mind no matter the market cycle. Our advisory team is dedicated to helping all of our clients make informed, confident decisions about financial planning and investing.
Everything we do at Melia Advisory Group is to serve and help retirees have a successful retirement. The goal is to help them be as tax efficient as possible, while providing more than enough income to live on throughout their retirement. We don’t want to see retirees just survive retirement, we want to see them thrive in retirement.
SOURCE FOR FINANCIAL INFORMATION
Financial Advisor &
Senior Health Specialist