As an advisor, I have been helping my clients with their needs in the areas of Medicare planning, asset protection and growth of income/legacy since 2002.
I am dedicated to meeting my client’s needs and growing our insurance and financial planning business by servicing others. In addition to helping grow the office, I have been a part of training new advisors and performing at a top level by working with my existing clients and acquiring new ones.
While helping Seniors with Medicare benefits and dealing with my own family struggles, I have a passion to meet the needs of my clients in the areas of extended care and fulfilling legacy wishes.
I am actively involved in my community and welcome opportunities to speak for educational purposes.
I am devoted to my family and my clients. I enjoy working with the senior population and truly believe they give me satisfaction in my life. The way I have conducted my life and my business is by doing what is right for others. I enjoy spending time with my husband, Dale, and our four boys who are grown now as well as collecting antiques, gardening and decorating.
Talk with Melissa
At Futurity First, we want to make sure you receive the attention and service you need as soon as you require it. Even if you already have insurance, it’s a good idea to re-assess your coverage. Our community-based agents provide an objective review of your needs making sure you have the right coverage for your family or business. Let’s talk.
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