Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Group Benefits, Business Succession Planning, Estate Planning
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I provide total financial needs analysis through a network of experienced professionals with expertise in:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
Do you have a planner, agent or advisor that provides you with outstanding service? Don’t keep them a secret. I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers. Refer someone to me today!
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5885 Meadows Road Suite 850
Lake Oswego, OR 97035