Here you will find a wealth of information in the form of articles, interesting calculators and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.Most important, we want you see the value of working with skilled professionals to pursue your financial goals. As an investment advisor I am ethically bound to act in your best interest.
We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.Most important, we want you see the value of working with skilled professionals to pursue your financial goals. As an investment advisor I am ethically bound to act in your best interest.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Melony is dedicated to developing lasting relationships with all of her clients. As a fiduciary, she has the clients best interest in mind and her objective is to help you assess your financial goals and participate in the management. Maria joined Melony's financial practice as an Administrative Assistant.
We are committed to improving your quality of life through financial planning and strategic goal setting. We will work together to develop, implement and monitor a strategy that is unique to your situation. We pursue tomorrow's goals by managing today's financial decisions. By working in tandem we will design a plan tailored to you that can be implemented immediately and monitored continuously.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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