FINANCIAL PLANNING 

Financial counsel at your convenience. Review your current situation, understand your options, and create plans for customized strategies and assist you organizing your financial future in a comprehensive way.

OUR FINANCIAL PLANNING SERVICES INCLUDE:

FINANCIAL GOALS FORECAST ANALYSIS

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Make informed decisions based on projected analysis of your financial goals. Design, evaluate and simulate your financial goals, understand your cash flow requirements and start planning effectively for tomorrow. 

ESTATE PLANNING

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Together with the assistance of our recommended lawyers and accountants we will assist you to eliminate the risk of probate and protect your wealth. Design and implement simple or complex strategies focused on wealth preservation. Last Wills, Living Wills, Durable Power of Attorney, Revocable Living Trust, Irrevocable Trust, and/or Business Succession Planning. Let's discuss your options. 

EDUCATION PLANNING

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There are many ways to set money aside for your kids education. Different methods with different benefits and outcomes. Together, we will assist you so can compare and choose all the potential saving plans available. No matter the options available, we will make sure they are the best solutions for you. 

RETIREMENT PLANNING

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Start savings for your unique retirement. Whether is buying your dream boat or setting aside money to live well and enjoy your family and friends. Envision, design and implement your retirement goals. Take action today to secure your future. 

HOW WE WORK

GENERAL INFORMATION

OBJECTIVE

Our Financial Planning Service (FP) aims to provide useful and easy to understand solutions so you can start executing your financial goals today with the peace of mind of having an expert counsel by your side.

 

WHY MELLIG GROUP

Based on our expertise and capabilities we will provide professional assistance, review your current situation, understand your options, and create plans for customized strategies and assist you organizing your financial future in a comprehensive way. Expert financial counsel at your convenience.

RELATIONSHIP SIZE

Our FP Service does not require a minimum account size. The idea is to strategize your options and create a plan that fulfills your desired goals.

 

OUR FEES

Our FP service is based on an hourly basis or a previously agreed overall sum between you and your financial counsel. These fees cover the design and objectives discussed on a financial plan agreement but does not include any other potential cost associated with the plan, for example, a lawyer or an accountant fee. Mellig Group compensation is fee-based only, meaning that, we do not sell products or receive any compensation from any other source except you.  

  

WHY A FIDUCIARY FINANCIAL ADVISOR 

A Fiduciary Financial Advisor (FFA) is equivalent to a nutritionist (i.e., an expert that recommend on matters of food and its impact on your health) but in relation to the financial world. Based on your specific needs, risk appetite, and expectations, a FFA's role is to recommend solutions available to ensure your financial wellness. Mellig Group is an independent Registered Financial Advisor, regulated and supervised in the states of Florida and Texas. As your advisor we are required by law to act as a fiduciary, this means, always acting on your best interest before ours. We will make sure that whatever you have is the best.