The Melton Financial Group Wealth Advisory believes that smart investing begins with a disciplined approach.
To accomplish this, we use sophisticated financial tools to appraise and analyze the current values of your assets to perform a personalized GAP analysis of actions that could help to achieve your objectives.
We have helped to guide our clients through the:
October 25th, 1987 Stock Market crash
Recessions of the early 1990′s
Record Stock Market Bull Run from 1995 to 2000
Bear Market panic after 9-11 from 2000 to 2002
Resurgence from a low of 7,290 through a new market high of over 14,000
One of the Worst Economic Recessions in 2008 since 1929
LPL Financial and the Melton Financial Group Wealth Advisory are Independent Firms. What that means to you is that we strive to provide personalized strategies to the Independent needs of each client.
We believe that education and communication are imperative if success is the ultimate goal.
Both Tom and Dianne have earned the distinct designation of Certified Retirement Counselor through the International Foundation of Retirement Education in coordination with Texas Tech University.
We believe that Retirement should be a New Horizon of Enjoyment.
We would appreciate the opportunity to assist you in visualizing your future from another vantage point and possibly providing you with a ‘bridge to a more secure and enjoyable financial future’.
Please call for your ‘no cost’ review at 916.772.2477 or 888.772.2487.
When you succeed…we succeed.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
When you link to any of the websites provided, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, sites, information and programs made available through this site. By clicking on any link on this page, you will leave our website and assume total responsibility and risk for your use of the sites to which you are linking.
Securities and investment advisory services offered through LPL Financial Member FINRA / SIPC. Registered Representatives of LPL Financial may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative Requirements. The LPL Financial representative associated with this website may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, HI, ID, ME, MO, NC, NM, NV, OR, TX, WA. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Neither Melton Financial Group nor LPL Financial are affiliated with the companies listed.
Thomas J. Melton,
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