FINANCIAL ADVISOR

The Importance Of Planning

You don’t need to be wealthy to need financial planning and you don’t need to be wealthy in order to reap the benefits of it. Financial planning is the process of creating an ongoing course that will reduce your stress about money, support your current needs, and build retirement income for retirement.

At Melia Advisory Group, we help our clients create a  comprehensive financial plan that will help them achieve their goals.
Our team will assess your current financial situation and make recommendations on how you can improve it.

 

Our Process

Your portfolio is a tool to help you achieve financial goals for yourself and your family and we understand that making
decisions for your financial future can seem overwhelming. It’s our aim to help you cut through the noise and provide you
with options that align with the financial goals that are important to you.

Step 1 – Getting to know each other
• Give us a call or sign up on our website for a free consultation.
• We’ll review your financial picture and goals to determine how we can best help you. We look at areas such as: can
we help reduce taxes while giving you the income needed to live on?
• Next we’ll schedule a time for an in-person consultation.

STEP 2 – Melia Advisory Group will get to work
• Our team will analyze your situation and evaluate where you are in relation to your priorities and where you want to be in the future.
• We will develop personalized strategies for your situation.

STEP 3 – Partner with you to keep the ball rolling
• We’ll work together to help you implement the recommendations given.

STEP 4 – Periodically reassess
• As time goes on and life changes, we’ll monitor and adapt our strategies and re-prioritize when needed.

 

Advantages of hiring a financial advisor:

• Feel less stressed and more confident in your financial decisions.
• Have an expert opinion on hand to inform you of what’s going on with your portfolio.
• Know exactly where your money is going.
• Have a clear vision of your financial goals and priorities.
• Make specific progress towards your financial goals.

Call for a free consultation 918.794.9290

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Workshops

Our financial workshops are free and are packed with helpful information that will educate you on retirement options and equip you with confidence and peace of mind.

Topics covered are:
• Social Security planning – Learn how to get the most out of social security and how to avoid taxes.
• Estate planning – Everything you need to know about wills and trusts.
• IRA & RMD planning – Understanding your tax picture with RMD’s (Required Minimum Distributions)

If you would like to attend one of our free workshops, you can call Eileen 918.794.9290 or click button below.