Melissa Wilfong

Impacting, uplifting & empowering communities by providing education around financial literacy, creating a plan that is actionable, and elevating overall peace of mind when it comes to executing desired goals. Our mission is to help individuals and families turn their dreams into reality, while increasing confidence in how to easily and efficiently manage savings so that they have the freedom to focus on what matters most and live a truly fulfilling life.

The way that we do this is through comprehensive financial planning. Our team has expertise in over 7 strategic areas of planning including savings management and goal funding, debt paydown, insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning. Our intention is to partner with our clients when it comes to elevating what they are currently doing to save and give them access to sophisticated tools and strategies that they wouldn't have been able to leverage on their own.

With a comprehensive financial plan, my team and I truly believe that anything is possible. Reach out to coordinate an introductory conversation today!

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.