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

New Webcast with Live Q&A – Register Now

Discover simple steps you can take today to help ensure taxes don’t get the best of your retirement dollars in our next webcast, Pay Taxes Now or Later: Retirement Strategies Beyond a 401(k).

Register now.

Strong results

Learn about our strong financial performance, business-planning capabilities and the progress we’ve made in our fight against childhood cancer in our 2014 Annual Report.

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