Firm Profile

OUR MISSION... is to provide hope through understanding; to provide comfort through knowledge and to offer financial success through choice.

OUR GOAL... is to provide ongoing communication, education and service that will exceed our clients' expectations.
 

In retirement, we believe that the accumulation phase of life changes to the distribution phase and then the asset protection phase of life. Applying the same old methods of yesteryear may not allow us to reach our financial objectives because we are living longer.

Pension plans have diminished drastically, social security now provides an even smaller percentage of our overall retirement income needs, and health care costs combined with the fear of out living our money has become a major concern.

Many of us have recently paid more for our automobiles than we did for our first home. Preserving the principal may give way to the need to guarantee income and keep up with inflation. Taxes and inflation may prove to be a greater concern than the actual expense of protecting assets.

As Retirement Specialists we have been attempting to bring these and other realities to the forefront for years now through our retirement workshops.

We believe that having a one dimensional approach to retirement planning may prove detrimental to your success.

Many retirees have become totally confused, frustrated and frightened by their lack of control and not knowing who they can trust.

The Melton Financial Group
may help you to acquire the necessary tools and understanding for making informed, accurate and more powerful choices.

Your ability to Choose… may allow you to enjoy your lifelong retirement dreams with a better understanding of what living life is all about.

At The Melton Financial Group, we are proud to say that a large portion of our new clientèle comes to us on a referral basis from our respected and valued clients.

Many of our new clients have come to us from …

Our Dinner Workshops offer added support and information for those wanting to get to know us better before asking to meet with us.

With people now living longer in retirement and with the baby boomers now turning into senior boomers we believe it's time to revisit your retirement investment options and review your retirement analysis plan.

We recommend that you take the time to interview with full service, experienced Advisors who can offer help and guidance in all areas of your retirement needs. We are here for your first or second opinion.

Remember, it’s difficult to get an honest second opinion from the one who gave you the first opinion. 

 We care...
that is why your retirement dreams
become our priorities.

Our alliances with CPAs, attorneys, benefit planners and long-term care providers may help to address other crucial aspects of your life and business. We hope that you will allow us the opportunity to offer our services and expertise.

Since we feel that a good relationship should last for a lifetime, it's important to know that our commitment to excellence will always remain a way of life here at The Melton Financial Group.

We believe that, when done right,
“financial planning shouldn't be a cost…
...it should be a benefit”.

As a value added service, there is never a fee, charge or obligation to meet with us.  If any transaction fees, or commissions are appropriate, charges will be discussed before continuing any further into our relationship.

With your interests in mind, we believe we have the necessary ability to help guide you through your retirement years leaving you time to do the things you may enjoy most ... golf, travel, spending time with family and friends.

Life is change. Growth is Optional. The 'Choice' Is Yours. We look forward to having an opportunity to gain your trust and confidence and potentially provide a bridge to a more secure and successful retirement future. Tom & Dianne Melton Retirement Specialists