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Brian Melton

Financial Planning

Contact Information:

Saint Petersburg, FL 33701
United States
T: 727-608-7813

Years in Business:

 

3

Clients I'm Seeking:

 

Those that are tired of their current Advisor; those with 401k left behind at former employer; Small businesses looking for inexpensive 401k plans to retain top employees

About My Business:

 

Recognizing the importance of well-informed investors, I make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. I am dedicated to the success of my clients through quality planning and thoughtful advice. I assist clients in mapping action plans designed so they may reach their financial goals. I focus on each client's complete financial picture, from building a nest egg to passing assets on to heirs. Specialties include: 401(k) Rollovers, Retirement Planning, College Planning, Estate Planning, Trusts, Stocks, Bonds, Mutual Funds, Annuities, Life Insurance, Disablility Insurance, Long Term Care Insurance

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