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Charles Melka, CFP®, CPA, CLTC 

 
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Products & Services

  • Comprehensive Financial Planning

    • Retirement Analysis

    • Investment Allocation and Analysis

    • College Education Planning and Strategies

    • Risk Management

    • Tax and Estate Planning

  • Wealth Management

    • Advisory and Brokerage

    • Traditional, Roth, SEP, and SIMPLE IRAs

    • Certificate of Deposit (CD)

    • Fixed Income

    • Equities

    • Mutual Funds & ETFs

    • Alternative Investments

    • Annuities

    • Structured Products

  • Insurance Planning

    • Life Insurance

    • Disability Insurance

    • Long-Term Care Plans

  • Retirement Plan Consulting

    A retirement plan is an effective and efficient way that employers can reward their employees with a valuable benefit while also providing tax advantages to their business. We can help you determine the right strategy to recruit and retain top talent while helping employees build their resources to retire. We are an independent firm that can provide professional independent consulting services for company sponsored retirement plans including 401(k) Plans, 403(b) Plans, Profit Sharing, and defined benefit plans.

    • 401(k) Plans

    • 403(b) Plans

    • Profit Sharing​

  • Executive Compensation Strategies

    • Buy-Sell Funding

    • Executive Bonus Strategies

    • Key Person 

    • Deferred Compensation

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