Lou helps clients answer 2 Questions: 1) Will I have enough money to retire and 2) will I have enough money to retire comfortably?
Recognized in Fortune Magazine and Hour Detroit Magazine
*"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."
5 Things To Look For When Hiring a Financial Planner or Financial Adviser with Lou Melone and Tyler Gallagher
The 5 Essentials of Smart Investing: With Lou Melone of Budd, Melone & Company - an Interview With Jason Hartman
R.J. King and Lou discuss the Financial Business Outlook.
“Don’t Confuse Speculating with Investing” With Jason Hartman & Lou Melone
Due to Pandemic Location/Webinar TBD
5 Things Retirees Say They Wish They Were Told Before They Began Retirement, with Lou Melone - an interview with Beau Henderson
Finance Expert Discusses The Increasing Financial Challenges of COVID-19
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Michigan Association of CPAs (MICPA) featured speaker
Develops financial plans for their retirement, desired charitable gifting, and legacy planning for heirs
Lou helps with retirement plans for teams and owner operator's financial plans
Financial Advisor or Behavioral Coach?
What if You Took Warren Buffet's Advice?
What Are the 2 Retirement Questions You Need Answered?