Melia Advisory Group has expanded its Tulsa-area retirement services to include Social Security benefit analysis, IRA consolidation, and estate planning, offering an income-first approach for retirees and near-retirees in the greater Oklahoma area.
-- Retirement planning firm Melia Advisory Group has expanded its advisory services in Tulsa, Oklahoma, to provide retirement budget planning assistance for retirees and near-retirees in the area. The expansion includes Social Security benefit analysis, integrated estate planning, and income strategy guidance designed to translate long-term retirement goals into workable monthly and annual plans.
More details can be found at https://www.meliagroup.com/retirement-financial-planning
The expansion comes as many retirees and near-retirees continue to navigate planning changes stemming from recent federal legislation. The SECURE 2.0 Act, for instance, raised the required minimum distribution age to 73 for most account holders, giving some individuals more flexibility in how and when they draw down their retirement savings, prompting a reassessment of long-term withdrawal strategies.
Melia Advisory Group addresses these shifts through an income-first approach that focuses on building structured income streams from sources such as Social Security, pensions, and investment accounts. The firm works to align guaranteed income with essential living expenses before factoring in discretionary costs, helping clients develop a clearer picture of what their savings need to support.
As part of the expanded services, the firm has broadened its 401(k) rollover and IRA consolidation offerings for Tulsa-area clients. These services help individuals consolidate accounts from former employers into a single IRA, which can simplify income planning and reduce the complexity of managing multiple accounts with different institutions.
The expanded services also help clients understand changes stemming from the Social Security Fairness Act, signed into law in January 2025, which repealed both the Windfall Elimination Provision and the Government Pension Offset. For clients with public-sector backgrounds, these changes altered how Social Security benefits are calculated, and Melia Advisory Group incorporates this analysis into its Social Security planning work for affected individuals.
Melia Advisory Group offers retirement readiness evaluations to help Tulsa-area households identify gaps in their current planning. These consultations involve a review of a client's finances and investment portfolios, with the goal of establishing long-term objectives and identifying adjustments that may be needed.
Tulsa-area retirees and near-retirees interested in a retirement planning consultation can reach Melia Advisory Group at (918) 794-9290 or find more information at https://www.meliagroup.com/
Contact Info:
Name: Contact Melia
Email: Send Email
Organization: Melia Advisory Group
Address: 5424 S Memorial Dr Building E, Tulsa, Oklahoma 74145, United States
Website: https://www.meliagroup.com/
Source: PressCable
Release ID: 89204912
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