Your future matters. And few things direct the course of our future than what we do now with our money. Every major life event is a financial transaction - marriages, births, retirement, loss of a loved one, new jobs and divorce - and how we plan for them matters. We know the future will be here quickly. We see how time passes as our kids grow and our parents age. Yet it's ever-tempting to keep putting off the conversations we need to have now to make sure our future self is the best version of ourselves possible. We can help make that happen.
Your Financial Advisor
What Melinda Can Bring to Your Table
Equipping You for Retirement
Our goal is to put your wealth to work at retirement, so you can enjoy knowing now that your future is secure. With the right strategies that align with what you want for your future, we'll build a path together. As a Certified Retirement Counselors®, Melinda has completed advanced training to enhance her understanding of retirement planning concepts and principles. The CRC® certification is accredited by the National Commission for Certifying Agencies (NCCA).
Empowering Women to Own their Futures
With a rich history in advising women in business, we are passionate about creating sound financial plans that not only position you to have an incredible future but also make your assets work hard for you now. Melinda knows you're running hard at running your world, and she's here to build your financial protection with a simplified and efficient approach.
Retirement Sources of Income: The Three-Legged Stool
Retirement sources of income have often been compared to a three-legged stool: Social Security, your employer's retirement plan, and your personal savings.
The data are clear: Women are much more likely than men to have a savings shortfall in retirement. They’re also more likely to rely exclusively on Social Security for their in-retirement expenses.
"A woman was referred to me by a friend who had also recently gone through a divorce. While married, she hadn’t been involved with their money. Divorce meant she would have to take control of her finances."
We exist to improve the financial lives of our neighbors and their businesses and we do this through equipping our employees and our customers with four life-changing habits of managing, saving, borrowing and protecting their money.
We also understand that keeping your finances in order can be daunting and difficult. We would love to help you no matter where you are in your financial journey. Take a few minutes to explore our Resource Center, or contact us directly. We'll take one step at a time together to improve your financial confidence.
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