Melia Advisory Group has announced IRA and 401(k) management services in Tulsa, OK, focused on generating consistent retirement income rather than leaving retirees exposed to market downturns.
-- Melia Advisory Group has brought its IRA and 401(k) management services to the Tulsa area, targeting a gap the firm identifies as a core challenge for today's retirees: the shift from building wealth to reliably drawing it down. The company notes that nearly 55% of Americans do not feel financially prepared for retirement, and that 62% are uncertain whether their savings will last — a concern the firm says its income-focused approach is specifically designed to address.
More details can be found at https://meliagroup.com/ira-management/
Market volatility remains a central concern for retirees in 2026, with ongoing geopolitical uncertainty and supply chain disruptions adding to an already unsettled investment environment. According to Morningstar, 93% of years since 1980 have seen a market decline of 5% or more — a pattern that presents real challenges for retirees who depend on their portfolios for regular income rather than long-term growth.
Melia Advisory Group's income-focused approach is built around a key difference the firm highlights in its service breakdown: a $1 million portfolio managed under this model can potentially generate $70,000 annually, compared to the $30,000 typically produced by a traditional 3% withdrawal strategy. The firm says this gap reflects a deliberate emphasis on dividend-yielding equities, fixed income instruments, and other income-producing assets that deliver regular distributions without requiring the sale of principal holdings during market downturns.
The firm manages 100% of client investments internally, ensuring direct oversight and cost control while maintaining alignment with each retiree's income needs. The management process begins with an initial review and goal-setting phase, followed by strategy implementation that positions assets according to risk tolerance and income objectives. Ongoing monitoring and adjustments ensure portfolios remain responsive to evolving market conditions and personal circumstances, supported by transparent reporting and professional guidance at every stage.
President Greg Melia leads a team with over 45 years of combined experience in the financial industry, with a focus on the challenges retirees face when transitioning from wealth accumulation to income distribution. Beyond IRA and 401(k) management, the firm offers services including retirement planning, estate planning, Medicare advisement, and Social Security analysis.
Those interested in partnering with Melia Advisory Group for 401(k) or IRA management services should visit the link below to schedule a consultation.
Visit https://www.meliagroup.com/ for more information.
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: 89192792
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