Welcome to Futurity First in Medford, Oregon
Futurity First is an independent, nationwide insurance organization committed to building relationships, and helping families, seniors, and businesses with their insurance and financial planning needs. We pride ourselves on knowing each client as an individual. Melissa and Linda are Investment Advisor Representatives and are held to the standard of the law as fiduciaries. Your best interest is always the priority.
Whether you are looking to build wealth for retirement, transitioning to Medicare, or looking to leave a legacy, our professionally trained advisors can help you do it with clarity and confidence.
These days, there is nothing more important than financial security, especially in a volatile and unpredictable economy. But when you connect with someone you can trust, who has your best interests in mind, it is possible to uncover a world of options and opportunities.
At Futurity First, we specialize in providing personalized insurance solutions from leading insurance and financial services companies — to help you achieve financial peace of mind and prepare for the unexpected.
IMPORTANT DISCLOSURES Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent Planning (“Sequent”) conducts business as Futurity First Wealth Management. Sequent and its advisors do not render tax, legal or accounting advice. Our advisors are independent contractors and not employees of Sequent. Melissa Mlasko and Linda Clarkson are investment adviser representatives of Sequent Planning. Futurity Retirement Advisors is not a registered financial services company.
The information provided on this website is for your educational purpose. This site is published for residents of the United States. Information presented is for education purposes only and does not intent to make an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investing involves risk. The content provided is believed to be accurate. Sequent relies on third-party providers for content. Any subsequent, direct communication by Sequent with a prospective client shall be conducted by a representative that is registered (except if relying on de minimus rule) in the state where the prospective client resides.
Please review the Sequent Planning website for our ADV and Privacy Policy at www.sequentplanning.com.
Additional information about Sequent Planning is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm's information on these websites by searching for Sequent Planning or by our firm CRD number 160381.