Many entering, or already in, retirement have become totally confused, frustrated and frightened by their lack of control in not knowing what to believe or in whom they can trust.
The Melton Financial Group Wealth Advisory helps to clear the confusion, release frustration, calm the fears and strives to develop a meaningful, financially successful and trustworthy relationship.
If you are experiencing a one-dimensional approach to retirement planning we feel that it may prove to be detrimental to your financial success.
Your experience at the Melton Financial Group Wealth Advisory offers the following:
We believe that only when you have been exposed to the facts and alternatives of our industry will you have the ability to make more powerful Choices…Choices that may allow you to enjoy your lifelong retirement dreams with a greater understanding of what living life is really all about.
We at the Melton Financial Group Wealth Advisory, value our client relationships.
We believe in helping clients to take appropriate action once a mutual bond of trust has been established and their confidence is supported by knowledge and understanding. Our years of experience supported by honesty and integrity have proven this to be a successful formula.
We are driven by the desire to give accurate and timely advice to enhance a client’s view of the ‘big picture’.
Retirement and Estate Planning Services
We take pride in our ability and understanding for addressing the needs; help growing and protecting the assets; and help fulfilling the objectives for a successful financial future for our clientele.
After completing a thorough review, and/or a comprehensive financial analysis, we may then offer services, strategies, or plans to Pre-Retirees, those already in Retirement, or High Net Worth Individuals.
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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