Melia Advisory Group (918-228-3392), an experienced financial advisor based in Oklahoma, has announced a new retirement planning service focused on tax efficiency and income maximization.
-- Melia Advisory Group is pleased to be bringing clients across Oklahoma a more comprehensive and effective way to save and strategize for their golden years with their new tax-efficient and income-maximizing retirement planning service.
More information is available at https://www.meliagroup.com/financial-planning
Melia’s experienced team of advisors can offer Oklahomans at any stage of their career and retirement planning journey a tailored, multi-pronged strategy which focuses on both income security and income maximization.
As their spokesperson explained, while some retirement advisors have an approach that puts all of a client’s income generation eggs in one basket—especially the popular but often unreliable stock mutual funds—their team focuses on diversification.
Unlike many traditional advisors who follow a growth-based model that requires retirees to sell off their assets to generate cash flow, often at uncertain market prices, Melia also prioritizes protecting principal. What this means is keeping one’s core savings—the money they’ve already set aside for retirement—intact, and focusing instead on generating income from it, much like living off the interest from a savings account rather than dipping into the account itself.
Their strategy is designed to create steady income streams through dividends and interest, allowing clients to access reliable income without having to draw down the funds they have worked hard to build.
The trusted firm is also focused on tax efficiency, which, as a recent analysis by Vanguard found, can increase an individual’s after-tax wealth by as much as 11% over 25 years. Some of the strategies that Melia Advisory Group incorporates into their professional IRA management services include Roth conversions to optimize tax outcomes, careful structuring of dividend and interest income to reduce tax liabilities, and smart asset allocation techniques that prioritize principal protection while still delivering reliable cash flow.
Melia Advisory Group was founded by esteemed fiduciary advisor Greg Melia and they offer their clients over 50 years of collective experience in retirement planning. The BBB-accredited firm has been featured positively in press on Fox Business and U.S. News, and they maintain a 4.9-star rating among their current and past clientele.
They encourage prospective new clients to book a complimentary initial consultation with their team to talk about their financial needs and goals, and about whether utilizing a professional financial advisor is the right step for their future.
As their spokesperson said, “Choosing professional financial planning over self-management comes with a host of benefits, like assistance creating a comprehensive financial plan, access to expert knowledge and insights, assurance that your financial plan aligns with your goals, peace of mind knowing your investments are being managed professionally and more time to focus on what you love.”
For more information, visit https://www.meliagroup.com/
Contact Info:
Name: Contact Melia
Email: Send Email
Organization: Melia Advisory Group
Address: 5424 S Memorial Dr Building E, Tulsa, Oklahoma 74145, United States
Website: https://www.meliagroup.com/
Source: PressCable
Release ID: 89170949
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