Melton & Company
Your Guide to Retiring Smarter, Living Better
Serving Metro Atlanta & the U.S.
Why Melton & Company?
Partnering with us means your financial life will be…
Most people have financial “stuff” everywhere—from 401(k)’s and homeowner insurance to checking and savings accounts. We help coordinate each area to work together towards your goals, and we provide you with ONE easy-to-understand snapshot of your finances.
We work with you to put the right measures into place to help safeguard your assets and your family. We’re proactive in checking the “what-if” boxes to minimize anything that could derail your financial health.
Through planning and guidance, we seek out opportunities
to help you grow your wealth, protect your financial future, and have tax efficiencies.
We’re dedicated to continually looking for ways to assist you on your path to your goals and the life you want to live.
Enhancing Your Life with a Personally Tailored Strategy
Whether you are…
In the midst of your career and looking to build wealth
An ambitious individual or family seeking to to grow your legacy
Managing significant wealth and want to minimize taxes
Retiring soon and ready for the freedom to live your dreams