Melissa Mlasko

2581 Whittle Ave
Medford, OR 97504

From investors in the initial stages of planning and creating their financial futures, to those needing to manage their wealth and benfits for income in retirement, Melissa brings a range of services to her clients to help them reach their financial goals, including holding educational seminars for retirement planning, and maximizing Medicare and Social Secutity benefits. “I give advice to my clients as if they are my own parents or grandparents.”

As an advisor since 2002, she not only has a depth of financial knowledge and knowledge of many retirement products such as annuities, insurance, long-termcare, legacy transfer and investments such as mutual funds and exchange-traded funds she knows the local market and has had a strong presence in the community for many years.

Melissa is dedicated to meeting her client's needs and growing the financial planning business by servicing others. "I enjoy working with the senior population and truly believe they give me satisfaction in my life." In addition to proviiding her client's with exceptional service, Melissa takes an active role in training new advisors and transfering her passion and financial industrial knowledge to the next generation.

Melissa's truely beleives and conducts her life and business with the guiding principle of doing what is right for others will benefit them, her and the community. 

Melissa is actively involved in her community and welcomes opportunities to speak for educational purposes. She is devoted to her family, her clients and her profession. She also enjoys spending time with her husband, Dale, and their four boys who are grown now as well as collecting antiques, gardening and decorating. 



To find out more about Melissa's insurance and Medicare business and offerings you will have to leave and enter her insurance website,

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