Our Services

"Destiny is not a matter of chance…

...it’s a matter of choice."

• Retirement and Estate Planning Services
• Investment Advisory Services
• Stretch IRA and Distribution Consultation
• Asset Allocation Models and Strategies
• Stocks, Bonds, Mutual Funds, Variable  Annuities
• Long Term Care Options


We at the Melton Financial Group, 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 25 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.

We take pride in our ability and understanding for solving the needs; 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.