Wealth can be experienced in many ways. Let us share some visionary ideas with you.
To get started we suggest that you take the time to meet with our experienced Melton Financial Group Wealth Advisors. Learn how we may help guide you through the various aspects of your retirement needs. We are here for your first or second opinion.
As a value added service, we offer: No Cost Financial Analysis of your existing Investments or Wealth Planning documents.
With your interests in mind, we believe we have the education, experience and dedication to help guide you through your wealth building accumulation and protected retirement distribution years.
We hope that you will allow us the opportunity to offer our services and experience and to consider us as your first source for all of your financial planning and asset protection needs.
We look forward to having an opportunity to gain your trust and confidence and potentially provide a personal bridge to a more secure and successful retirement future for you.
There is Never a Fee, Charge or Obligation to meet with us. (If any transaction fees or commissions are appropriate, charges will be discussed before continuing any further into our relationship)
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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