Futurity First Greater West

Futurity First Greater West Meeting your insurance and retirement planning needs with outstanding personal service and solutions Interested in a career with Futurity First?

The advisors and directors of the Medford Office take great pride in the financial guidance we provide to our customers. We believe it’s important to live and be active in the communities we serve, and we consider it an honor and privilege to serve the needs of individuals, families, seniors and small businesses here. Our career advisors have one mission — to help you achieve and maintain the fina

ncial independence and retirement security you deserve. At Futurity First, we want you to be independent but not alone — we’re there to support you when you want or need it. Your local branch office is the key to your Futurity First experience. The branch office provides not only office space and local administrative support but also a team of advisors and a seasoned managing director to support you and help you grow in your career. Each local office tailors our national network of products, training and support to your local market. Our Approach: The Medford team is committed to providing unbiased financial solutions to retirees and pre-retirees based on relationships and trust. Medford has an ethical culture driven by a desire to walk clients through a planning process with their needs and desires as the primary focus. Our Team: The Medford team is very diverse and has a strong focus mentorship culture. Advisors are dedicated to “doing well by doing good.” With several MDRT members on staff, a six-figure-income mentality permeates the office. Team members support each other, which truly benefits clients and advisors’ development.

The strategy that got you to retirement isn’t the same one that gets you through it.Many retirees stay in “growth” mode ...
04/24/2026

The strategy that got you to retirement isn’t the same one that gets you through it.

Many retirees stay in “growth” mode too long, leaving their savings exposed.

A secure retirement comes down to:

• Reliable income

• Protection from market swings

• Predictable income

• Long-term care protection

Are there gaps in your plan?

Message us and find out.

Congratulations to Jeremy and John Root our Agents in the Greater West Central Oregon Office, for getting the Business E...
04/09/2026

Congratulations to Jeremy and John Root our Agents in the Greater West Central Oregon Office, for getting the Business Excellence Award for her 2025!! Great job!!

The Medford office for the Greater West branch celebrated Spring Birthdays with a potluck!
04/02/2026

The Medford office for the Greater West branch celebrated Spring Birthdays with a potluck!

"At Futurity First, we have a culture of excellence, and success!" "Take a look at what's happening today at Futurity Fi...
04/01/2026

"At Futurity First, we have a culture of excellence, and success!" "Take a look at what's happening today at Futurity First!"

Connect with one of our local branch offices to explore your limitless potential at Futurity First. Whether you have been in the insurance or financial industry for years or are just starting out, our unparalleled technology, marketing programs and support will take your practice to new heights.

Some Agents at the Futurity First Medford office are set up for the Access Senior Fair at Rogue X in Medford.
03/25/2026

Some Agents at the Futurity First Medford office are set up for the Access Senior Fair at Rogue X in Medford.

The benefit of Spring break is "free" labor ;)
03/25/2026

The benefit of Spring break is "free" labor ;)

Need a way to remember to check your credit reports? Think green - March is National Credit Education Month!This St. Pat...
03/10/2026

Need a way to remember to check your credit reports? Think green - March is National Credit Education Month!
This St. Patrick’s Day, as you slip on your emerald T-shirt and sip on a green beer, let March be your reminder to check on another type o’ green: money.
The Consumer Financial Protection Bureau suggests checking your credit reports at least once a year to detect any inaccurate or incomplete information that may lower your credit scores and to spot possible identity theft. Lower credit scores could mean higher interest rates and less green in your pocket.
Staying aware of your credit score is vital to financial wellness, and using credit wisely can increase your credit score! Interested message us and let us help you.

Valentine’s Day is when we celebrate our relationships with others, but there may be a relationship you’re ignoring — yo...
02/13/2026

Valentine’s Day is when we celebrate our relationships with others, but there may be a relationship you’re ignoring — your relationship with money.
A critical step in financial wellbeing is understanding your personal relationship with money. This Valentine’s Day, reflect on that. Consider it a gift to yourself — this retrospection may empower you to make smarter choices in your financial journey ahead.
1. Take this free “Love Language” quiz — gain insight on love, and how money may play a role
2. Use these prompts to further examine your relationship with money:
• Define how money makes you feel
• Describe your biggest fear involving money
• List short-term and long-term financial goals
• Recount your upbringing, and how it influenced your current financial situation
Questions or concerns? Message us.

The Medford office for the Greater West branch celebrated three winter Birthdays today! Happy Birthday Dale Mlasko, Kier...
01/21/2026

The Medford office for the Greater West branch celebrated three winter Birthdays today! Happy Birthday Dale Mlasko, Kiersten Madden and Chris DeBeikes!!

We appreciate everything that Curtis Carey does for us at the Greater West Branch. His hard work, dedication, and commit...
12/13/2025

We appreciate everything that Curtis Carey does for us at the Greater West Branch. His hard work, dedication, and commitment does not go unnoticed. Today, we were proud to present him with an award of recognition for his outstanding service.

Thank you, Curtis, for all that you do!

Address

2581 Whittle Avenue
Medford, OR
97504

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(541) 973-2100

Website

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