Helping Create Your Financial Plan

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement.  I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Melissa Oliverio's Qualifications

Melissa Oliverio is a Long Term Care Specialist
Melissa has received one of the most extensive educations available for financial professionals in the field of long-term care insurance.  Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance.  The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals who desire to remain up-to-date on industry trends.

How Much Would a Future Long-Term Care Event Cost?

Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.

To Learn More About Long Term Care, click here.

 

Melissa Kirk Oliverio, J.D., CLTC

Long Term Care Specialist

  • 304-292-3339
  • 304-680-2274
  • FAX 304-292-0093

How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.

You Can Fund Your Child's Education

There are many options when selecting a college. The same is true of saving for it. Discover pros, cons and tax advantages of some of the most common strategies.
Download our white paper, “Save for College with Confidence,” to learn more.

The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

Watch the Video Now