Nationally Recognized and licensed in Washington, Oregon, California, Arizona, and Texas. Locally based in Portland, OR.

Summary: Retirement Insurance Solutions to protect your health, legacy, assets, and family

If you wish to protect your loved ones, assets and health I can explain your options and answer your questions.

As an Independent Insurance Producer, I have the freedom to work with different products and find the right solution for my clients. I take the time to get to know my clients and their insurance needs. In doing so, I can help determine the right insurance that fits their budget, and most importantly, their needs. When meeting, I can show in-depth how Medicare, Long Term Care, Life Insurance and Asset Protection products work for them depending on the specific need. I have many Veteran clients that I have helped in educating how to make the most of their Medicare and VA benefits.

I understand how confusing some insurance products can be including how Medicare works. This is why I volunteer and host Medicare educational events in multiple counties in Oregon and Washington. I review how Medicare works, the coverage and options available. It’s important to me that my clients chose a plan that best suits their needs and saves them the most money.

Did you know that VA medical benefits are not considered credible coverage for your Part B but is considered credible for your Part D? If you have other forms of health care coverage, such as a private insurance plan, Medicare, Medicaid or TRICARE, you can continue to use VA along with these plans.

I absolutely love what I do. My grandfather had his own insurance agency in the bay area of northern California and I wish he was alive to see me follow in his footsteps. It’s my privilege to meet with people to educate them on how insurance products can work for them and save them money.

Veterans and all others, call me for free appointment and analysis of your personal planning for retirement.

Contact

Tel:    (503) 773-8400

Fax:  (971) 244-9037

Hours:

Mon 8:00AM to 6:00PM
Tue  8:00AM to 6:00PM
Wed 8:00AM tp 6:00pM
Thu  8:00AM to 6:00PM
Fri    8:00AM to 6:00PM
Sat   10:00AM to 4:00PM
Sun  Closed

Location:

Lake Oswego, OR 97035

Additional Pictures

State : Oregon
Business Category : Investment and Insurance
City : Lake Oswego