Melanie enjoys assisting individuals in reaching their goals. During her free time, she enjoys spending time with her family, hiking with her dog, and traveling to new places.
Melanie Sanlor is not affiliated with Woodbury Financial Services, Inc.
We are committed to you, our client. Our goal is to listen, educate and implement a comprehensive strategy to help you reach your financial and lifestyle goals. Once a plan is put into action, we help you understand how to remain focused on your goals.
In a sea of ever changing market volatility, it is our responsibility as Financial Professionals to provide a wide range of investment options and tools to customize a solution for your investment strategy.
Life will have unexpected storms and challenges. We offer many plans such as term, whole and universal life insurance. Additionally, we can help educate you on all your options while you prepare for retirement. Let us help protect you and your family.
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us. To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?