Melia Advisory Group announces personalized Social Security analysis for Tulsa-area pre-retirees and retirees, helping households evaluate claiming timing, spousal coordination, and how benefits fit into an income-focused retirement plan.
-- Melia Advisory Group, a Tulsa-based fiduciary financial advisory firm, is highlighting expanded availability of its personalized Social Security Analysis for the city's pre-retirees and retirees. Tulsa is a retirement-friendly city, with 17% of its population aged 65 or older, according to a FinanceBuzz 2026 analysis of affordable retirement cities.
More information is available at https://www.meliagroup.com/
Social Security claiming decisions can materially affect retirement income over time—especially for married households weighing spousal and survivor considerations. Transamerica Center for Retirement Studies reported that fewer than one in four age 50+ workers and retirees have a retirement financial strategy in the form of a written plan (23% and 19%, respectively). Advisors at Melia Advisory Group analyze each client's earnings history, anticipated retirement age, and life expectancy to develop strategies that move beyond generic advice, so that benefit timing and coordination align with personal financial goals and household needs.
Advisors also help clients understand how benefit timing can interact with other retirement income sources, with an emphasis on creating reliable income streams rather than relying solely on portfolio withdrawals.
As part of its broader retirement planning approach, Melia Advisory Group incorporates Social Security decisions into a coordinated framework that may include IRA management, estate planning, and Medicare advisement. For clients who want a more income-centered allocation, the firm may incorporate tools commonly used in retirement income planning—such as individual bonds for predictable interest payments and dividend-paying value stocks as a potential source of ongoing cash flow—based on a client's objectives and risk tolerance.
Melia Advisory Group also offers complimentary retirement readiness evaluations, allowing Tulsa-area households to assess preparedness and identify potential planning blind spots before making irreversible claiming decisions.
"The complexity of the Social Security system and the number of variables involved can make this process difficult to navigate," said a spokesperson for the group. "With Melia Advisory Group by your side, you don't have to navigate it alone."
Melia Advisory Group is a Tulsa, Oklahoma-based independent financial advisory firm offering retirement income planning, IRA management, estate planning, Medicare advisement, and Social Security analysis, serving clients locally and virtually worldwide. As more Tulsa residents approach retirement age and face the complexities of benefit optimization, the firm continues to prioritize accessible, evidence-based guidance that supports long-term financial security.
Tulsa-area pre-retirees and retirees can learn more by visiting https://www.meliagroup.com/ or calling 918-794-9290.
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: 89183049
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