Financial Services
Personal Finance Services – Building the foundation of your plan
Our certified financial planners examine your entire financial picture to provide a comprehensive financial service plan. We examine:
- Your business
- Lifestyle
- Tax situation
- Investment philosophy
- Risk tolerance
- Retirement programs
- Estate planning perspectives
We translate your goals into the dollar amounts you will need to achieve, creating a personal financial profile and foundation to your plan.
Preserving your assets
We are one of the leading financial services companies in the region. Our financial services strategies and techniques to help preserve your assets include:
- Establish a realistic, workable budget
- Develop effective cash-flow management
- Use your credit wisely
- Obtain proper amounts of insurance coverage
- Optimize your savings
Increasing your wealth
Our financial services help balance your risk and reward tolerance by:
- Defining your investment philosophy
- Exploring a prudent division of discretionary income among investment opportunities
- Examining the impact of new opportunities
- Taking a realistic assessment of your retirement options
- Evaluating and adjusting your goals as required
Building security for your future
Creating equity for your future is crucial to sound financial planning. As a leading financial service company, we help our clients to:
- Examine and evaluate retirement options
- Structure your estate to protect it from shrinkage
- Make recommendations on your will and ways to hold title to your properties and use of fiduciary relationships
Certified financial planners
Our CFP® professionals will help to enable our clients to realize their financial planning goals.
Contact Melo USA PC for personal finance services.
