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.
