Lou Melone CFP® Press Kit

Reasons to Contact Lou

  • Request an interview (print, tv, radio, podcast, blog)
  • Request to quote Lou or the website
  • Request a speaking appearance

Topics Lou Speaks About

  • Financial Planning
  • Behavioral Investing
  • Retirement Planning
  • How to Choose an Advisor
  • Why are people hardwired to fail when it comes to investing?
  • Secrets the financial planning industry doesn’t want you to know.
  • What is investor behavior? And what does the latest research tell us about human nature and
    investments?
  • How to prepare for the next Bear Market.
  • The 8 Behavioral Investment Mistakes People Will Make & How They Can Avoid Them
  • Dividends vs Interest: Defining Retirement Income for Your Clients.
  • Are Your Clients Afraid of Market Volatility or Market Risk? Do they know the Difference?
  • Innovation and Transformation in Financial Planning: What’s New & Why it Matters 
  • Understanding the Types of Retirement Plans for Closely Held Businesses

Contact Lou

  • Email: lmelone@buddmelone.com
  • Phone: 248-499-8704

About Lou Melone CFP®

Lou Melone CFP®

Lou Melone CFP®

Lou helps clients answer 2 Questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?

Learn More About Lou
9x Winner of Five Star Wealth Manager *

9x Winner of Five Star Wealth Manager *

Recognized in Fortune Magazine and Hour Detroit Magazine

Learn more about 5 Star Wealth Planners

*"The inclusion of a wealth manager on The FIVE STAR Wealth Manager Award list should not be construed as an endorsement of the wealth nor should it be inferred that the responses used from the survey represent the experience of any clients. This award does not evaluate the quality of service provided and the wealth manager may have had unfavorable ratings. The rating is not indicative of the wealth manager’s future performance."

Thought Leadership

Authority Magazine

Authority Magazine

5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher

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Authority Magazine

Authority Magazine

The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman

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dBusiness

dBusiness

R.J. King and Lou discuss the Financial Business Outlook.

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Thrive Global

Thrive Global

“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone

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Lou will be Speaking at MICPA's October Event 

Lou will be Speaking at MICPA's October Event 

Due to Pandemic Location/Webinar TBD

Learn more about the MICPA
Authority Magazine

Authority Magazine

5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson

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Civic Center TV Interview

Civic Center TV Interview

Finance Expert Discusses The Increasing Financial Challenges of COVID-19

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Civic Center TV Interview

Civic Center TV Interview

Years of experience have prepared us to guide you through your life transitions.

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Civic Center TV Interview

Civic Center TV Interview

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Audiences Who Listen to Lou

Accountants

Accountants

Michigan Association of CPAs (MICPA) featured speaker

High-Net-Worth Families

High-Net-Worth Families

Develops financial plans for their retirement, desired charitable gifting, and legacy planning for heirs

Businesses

Businesses

Lou helps with retirement plans for teams and owner operator's financial plans

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