-- Melia Advisory Group has expanded its retirement planning services across the Tulsa metropolitan area, now serving residents in Bixby, Broken Arrow, Jenks, Owasso, and Sand Springs in addition to Tulsa. The firm’s income-first approach covers portfolio management, income structuring, and withdrawal planning, with a focus on helping retirees manage the long-term effects of inflation on purchasing power.
More details can be found at https://www.meliagroup.com/retirement-financial-planning/
Inflation poses a sustained challenge for retirees living on fixed incomes. According to data published by the U.S. Bureau of Labor Statistics, the annual U.S. inflation rate averaged approximately 2.9% in 2024. At that rate, an item costing $100 today would cost roughly $134 in ten years — a shift that can translate into meaningful cutbacks for retirees who have not planned their income strategy around rising prices.
“Retirement income planning isn’t just about what you’ve saved — it’s about making sure those savings keep pace with what things actually cost,” said Greg Melia, President of Melia Advisory Group. “Our approach is built around income, so clients have a clear picture of what they can count on and for how long.”
To address this reality, Melia Advisory Group works with individuals approaching or in retirement to review their portfolios and develop income-focused strategies. The firm prioritizes interest- and dividend-generating assets as part of its income-first planning philosophy, with the goal of supporting purchasing power over time while managing exposure to market risk.
The firm’s planning approach connects income, investments, tax strategies, and healthcare considerations into a single coordinated roadmap. Advisors also account for medical expenses, lifestyle adjustments, and unforeseen personal circumstances when developing client recommendations. Portfolio diversification across stocks, bonds, and cash is considered as a way to spread risk across multiple asset classes.
Melia Advisory Group is led by President Greg Melia, alongside financial advisors Becky Benanzer and Madison Lynch, who also serves as Senior Health Specialist. The team brings more than 45 years of combined experience in retirement income strategies, Social Security guidance, and Medicare planning.
Additional details regarding advisory consultations and planning services are available 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/
Release ID: 89207414