Financial Advisory Corporation

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Melanie Pena, Client Service Specialist

True financial confidence comes with knowing all the details are taken care of. As a member of our service team, Melanie helps us provide comprehensive care so you know nothing will fall through the cracks.

She works with our Wealth Advisors to make meetings more effective and delights our clients with incredible service. With Melanie on your team, you’ll always have the support you need to reach your financial goals.

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PERSONAL PROFILE

Melanie was born and raised in Grand Rapids. She and her husband love spending time with their families, cooking, and trying all different kinds of cuisines. They love to travel to different places every chance they get and go out dancing.

Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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