Providing income, Protecting assets, Restoring peace-of-mind
The guiding principles for our client services and the overarching mission of our firm are to provide our clients with retirement income, to protect their assets, and to ensure their financial peace of mind. With these core beliefs in mind, everything we do is built around our sincere desire to make retirement one of the most rewarding and enjoyable periods of our client’s lives.
Investing for Growth
We believe our client’s investments should create consistent, reliable income throughout retirement. With this financial planning goal in mind, our strategy for each client revolves around the idea of generating the income necessary for our clients to enjoy a comfortable
retirement, without sacrificing their current lifestyle. By investing in conservative, time-frame committed options that generate a steady 3 to 7 percent return; we are ensuring the growth and capital appreciation our clients deserve.
Many investors believe that risk is necessary and unavoidable, and should simply be seen as an acceptable part of playing the retirement planning game. At Melia Advisory Group, we refuse to play the “game” with our client’s portfolios. Instead, we implement proven, low-risk strategies to protect their assets and secure their financial future.
Peace of Mind
Retirement should be full of confidence and enjoyment, not worry. We understand that financial security is directly related to our client’s peace of mind. Through open communication and a solid, conservative approach we are able to take the “worry” out of retirement planning and ensure our client’s do not lose sleep over their financial future.
Ready to get started?
Attend a workshop or schedule a complementary consultation today.
Melia Advisory Group where our investment focus is to create steady income through non stock market options, therefore restoring peace of mind.
Contact us - 918.794.9290