OUR SERVICES

 
We at the Melton Group Financial  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

• Investment Advisory Services
• Stretch IRA and Distribution Consultation
• Asset Allocation Models and Strategies
• Stocks, Bonds, Mutual Funds, Annuities

We take pride in our ability and understanding for solving the needs; growing and protecting the assets; and 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 solutions to Pre-Retirees, those already in Retirement, or High Net Worth Individuals.

 

UNPARALLELED SERVICES

 
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:
 
•MFG offers 'Big Picture' planning as an Investment Advisor Representative, a licensed insurance broker, and a full service brokerage firm.
 
•MFG is committed to providing Independent, Non-Proprietary Solutions.
 
•MFG offers Quarterly Client meetings and reviews to improve client communication and education.
 
•MFG provides Weekly Market Commentaries to our valued clients.
 
•MFG offers a wide variety of Alternative Solutions and Periodic client only educational Training Workshops.
 
•MFG offers strategic alliance affiliations with CPA’s and Attorneys.
 
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.
 
 
Please call for your 'no cost' Review at 916.772.2477 or 888.772.2487
 

When you succeed… we succeed.