Melia Advisory Group, a Tulsa-based retirement income advisory and financial planning firm, has expanded its services to include Broken Arrow, Oklahoma. The expansion brings specialized income-first strategies to retirees and pre-retirees in the area, addressing increased interest in retirement planning that prioritizes generating reliable, renewable income streams over traditional balance growth models.
More information is available at https://www.meliagroup.com/
The timing corresponds with retirement security concerns among older Americans. According to a 2024 Allianz Life survey supported by AARP data, 61 to 64 percent of retirees fear running out of money more than dying and are concerned about sustaining a standard of living throughout retirement. The firm’s income-first philosophy addresses this by building strategies around dependable income generation from assets such as bonds, rather than relying on capital appreciation or a conventional 4 percent withdrawal framework that involves selling assets at unpredictable prices.
The firm provides services designed to support retirees through financial stages, including IRA management, estate planning assistance, Medicare advisement, and Social Security analysis. Operating under a fiduciary standard, advisors at Melia Advisory Group are legally obligated to act in the best interests of clients, a standard that contrasts with non-fiduciary sectors. The firm primarily serves retirees and those nearing retirement age, focusing on conservative strategies that emphasize income stability over speculative growth.
Greg Melia, President of Melia Advisory Group, brings more than 30 years of experience to the financial industry. Unlike advisory firms that outsource investment management to third-party managers or mutual funds, Melia Advisory Group handles 100 percent of portfolio management in-house, intended to provide direct oversight and cost control for clients. The analyst team conducts weekly strategy sessions and participates in 55 to 60 quarterly earnings calls for holdings in client portfolios, seeking to maintain informed decision-making.
Broken Arrow residents now have local access to this specialized retirement planning. The firm emphasizes personalized service reflecting individual retirement goals, maintaining a policy of answering calls by the second ring, and offering flexible scheduling. This accessibility, combined with the focus on individual financial situations, positions the expansion as a resource for the Broken Arrow area.
For more details about income-first retirement planning strategies, visit https://www.meliagroup.com/
Melia Advisory Group
5424 S Memorial Dr
Building E
Tulsa
Oklahoma
74145
United States
