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Educators face a different financial landscape than your average investor, and we help you determine the optimal strategy for your unique situation. We specialize in:

  • Determining allocations for your Optional Retirement Plan, 403b, or 457

  • Estimating your Retirement Income from all accounts

  • Exploring Social Security’s Impact

  • Optimizing the taxes on Federal Benefits

  • Providing a customized comprehensive financial road map

If you want to take the next step in your retirement planning, reach out to Melder Financial
Services to schedule a no-obligation meeting. No matter where you are on your financial
journey, we have the experience to help you pursue your goals.

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