Mike Melloy
Financial Planner @Gilliam, Mease Advisors, Llc
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @Gilliam, Mease Advisors, Llc
Louisville, KY, US
EDUCATION
Dallas Theological Seminary
Master of Arts
University of Louisville College of Business
Bachelor of Science in Business Administration
University of Louisville
Associate of Science - AS
ABOUT MIKE MELLOY
What does better look like for you?Whether you have a little money or a lot of money and regardless of your stage in life, our 7 uses of money framework is designed to meet you where you are and equip you to lead a better financial life.I’ll supply the necessary structure, tools and advice to develop a vision and manage the process of getting there.PLANNING & COLLABORATION[PERSONAL PLANNING]Career coaching Pension strategiesSocial security strategiesEstate planningNavigate life transitionsMarriage Buying a house/ movingJob changeDeath of spouseWhat-if modelingAccountabilityEmployee benefits analysis Coordinate with other advisorsValues-based planning strategies[LIFESTYLE] Cash-flow/Budgeting strategies[TAXES] Deferral strategiesReduction strategiesHarvesting strategies[DEBT] Repayment strategies[SAVINGS] Liquidity analysisCollege planning[GIVING] Strategies from incomeStrategies from assets ADVICE & MANAGEMENT[INVESTMENTS]Consolidate accountsAsset allocationCost effective implementationTrading and RebalancingMonitoringMistake avoidanceAccumulation strategiesDistribution strategies Behavioral coachingDigital accessPerformance reportingCost-basis trackingIn person and remote meetingsRetirement plansAdvice on assets held awayStock options analysisAlternative Investments AnnuitiesValues-based planning strategies[INSURANCE] Risk analysis Product analysis and implementation Life Disability Long-term carePlease see my website for full disclosure. Third-party comments may not be representative of all client experiences.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.