Melia Advisory Group in Tulsa, OK, announces their no-cost retirement readiness evaluations designed to help area residents determine whether they are closer to retirement than they realize. These evaluations address a critical gap for individuals approaching or already in retirement who need clarity on their financial preparedness; by assessing current savings, income needs, and long-term goals, the firm’s income specialists help clients understand whether their accumulated assets can support the lifestyle they envision throughout their retirement years.

More details can be found at https://www.meliagroup.com/

Retirement income planning services of this kind have become a necessary financial strategy as near-retirees and retirees face increasing market volatility, longer life expectancies, and rising healthcare costs. Multiple financial advisors across Tulsa emphasize the importance of tailored retirement planning, yet Melia Advisory Group distinguishes itself through a specialized focus on income-producing strategies rather than traditional growth-based approaches.

The firm’s philosophy centers on non-stock market, income-producing assets designed to reduce risk and provide stability during retirement. Rather than pursuing growth through mutual funds and equities, Melia Advisory Group helps clients structure portfolios that generate reliable cash flow, addressing the fundamental concern of retirees: ensuring their money lasts as long as they do.

Beyond retirement income planning, Melia Advisory Group offers a suite of services that address the multifaceted needs of retirees. Estate planning ensures wealth is preserved and transferred according to clients’ wishes, while IRA management optimizes retirement savings through strategic guidance on contributions, withdrawals, and investment options.

The firm also provides Medicare advisement to help clients navigate enrollment and coverage decisions, along with Social Security analysis that delivers personalized strategies based on earnings records, retirement age, and life expectancy.

The team offers consultations via video call, phone, or in-person, ensuring accessibility for clients who prefer virtual meetings or face-to-face discussions. All inquiries receive responses by the next business day, and initial consultations are provided at no cost.

Tulsa-area residents interested in discovering whether they are ready to retire can request a free retirement readiness evaluation by calling (918) 794-9290. The no-obligation consultation helps individuals assess their financial preparedness and explore strategies for transforming savings into sustainable income. For more information, visit https://www.meliagroup.com/

Melia Advisory Group

5424 S Memorial Dr
Building E
Tulsa
Oklahoma
74145
United States

Information contained on this page is provided by an independent third-party content provider. Frankly and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]