Did you know that VA benefits are not considered credible coverage to avoid the part B enrollment penalty from Medicare? If you are like most, you need help understanding the way Medicare works and how to get the most out of your benefits. I specialize in products like Medicare and Retirement Solutions like Life Insurance, Annuities and Long-Term Care. I can show you how to protect your assets, health and leave a legacy behind for you family.
I work as an independent Retirement Solutions Advisor which means I have the freedom to work with different products and find the right solutions for my clients.
I take pride in my business, and value honesty and integrity while building a strong rapport with everyone I meet in conducting business; that at times includes a client’s family members. I believe in on-going education in order to make sure I am up to date with all products available and am licensed in Oregon, Texas, and Washington.
Certified in Annuities and Long-Term and Short-Term Care.
Certifications in Medicare, Medicare Advantage, Medicare Prescription Drug Plans, Medicare Supplemental, and Special Needs Plans,
Oregon License No. 16797050 Washington License No. 919515 Texas License No. 1863249
Veterans and all others, call me for free appointment and analysis of your personal planning for retirement.
Tel: (503) 860-8091
Fax: (971) 244-9037
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
Lake Oswego, OR 97035