Your Trusted
Financial Professional
Welcome
My name is Melissa Korkes and I’m here to be your financial guide! I want to build relationships and help you on your journey towards financial independence.
I was born and raised in New Jersey and I have been in Florida for most of my life. I am a wife and mother to three amazing boys! When I’m not working, you’ll find us soaking up the sun on the beach, kayaking, biking along scenic trails, or cheering on our son’s baseball team. I am passionate about making the most of life’s moments and helping others do the same.
I absolutely love what I do and the impact it makes in people’s lives. My ultimate goal is to empower you with the knowledge and tools you need to make informed decisions that align with your financial aspirations. Together we will navigate complex financial matters, optimize your investments, and prepare you for important life events.
Let's Create a Clear Financial Vision
What's the Problem?
Money affects your life... Marriage, kids, careers, and even how we feel about ourselves. The biggest enemy is confusion. When you don't know where you are going, it creates unnecessary worry or stress.
What's the Solution?
Crafting a clear financial vision empowers you to overcome common challenges, such as fear about your financial future, money-related arguments, debt, and insufficient savings.
What's the Benefit?
Embracing a clear financial vision brings a multitude of advantages. It fuels excitement for your future, fostering confidence and peace in your present. With financial worry removed, it strengthens family bonds, reduces debt, boosts savings, and enhances overall productivity, creating a more fulfilled and harmonious life.
What's the First Step?
It all starts with a 30 minute call, during which you will have an opportunity to ask questions and give us a better understanding of your unique goals and aspirations. We will discuss your financial vision and chart out simple steps to achieve it. From there, we take on the heavy lifting, working together to turn your vision into a reality.
Strategic Partners
Financial solutions are meant for everyone – from those just starting out on their investment journey to those already in retirement. Our Strategic Partners comprise some of the best leaders and organizations in the financial services industry
What you can expect
Our objective is to help you reach your savings goals while providing the highest-quality client experience. .
We are committed to creating personalized portfolios that reflect your individual goals and situation. We take the time to understand your long-term objectives and income needs, allowing us to develop a strategy that aligns with your future vision. Whether you aim to preserve your legacy or achieve a rewarding retirement, your aspirations guide the way we design your portfolio.
Discovery
Uncover your unique financial goals and challenges through a personalized financial needs analysis, laying the foundation for a tailored game plan.
Diagnosis
Analyze your financial landscape, identifying key opportunities and potential roadblocks to inform a strategic approach.
Design
Craft a comprehensive and customized financial game plan, aligning your aspirations with actionable strategies for a secure and prosperous future.
Deployment
Implement your personalized financial roadmap with expert guidance, ensuring a seamless transition toward your financial objectives.
Insurance
Solutions
Whether it is term, key-man, auto/home or commercial, we offer cost-effective solutions to help you protect what matters most.
Investing for
the Future
Whether you are looking to save for retirement, setup a retirement plan for your business, or plan for college for your child, we offer the solutions you need.
Debt
Solutions
Through the concept of Debt Stacking and our mortgage solutions, we'll show you how to systematically eliminate debt.
