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  • Who We Are
  • How We Help
  • Who We Serve
  • Resources
  • Contact Us
  • For Clients

Insuring for Care Later in Life

Posted on September 4, 2018

It’s a subject most of us would rather avoid. What if one day you’re no longer able to safely move around, feed yourself, bath yourself, or complete other activities of daily living? What if you find you need care just to live your life? Those who reach a point where they can no longer perform […]

Filed Under: Newsletter // Tagged: financial planning, health care, health insurance, insurance, long-term care insurance, LTC, LTC insurance, personal finances, wealth management

Oregon publishes 2015 health insurance cost comparison tool

Posted on November 19, 2014

The state of Oregon has made available consumer cost information on all individual health insurance plans offered through Cover Oregon at the federal healthcare.gov website (the Marketplace) and all individual plans offered in Oregon outside the Marketplace. The data is published in an interactive Excel table. The table does not consider any tax credit or […]

Filed Under: Financial Planning, Services // Tagged: financial planning, health care, health insurance, insurance, personal finances, U.S.

(Most) all of your questions about the Affordable Care Act answered

Posted on November 19, 2014

With the open enrollment period for health insurance having just opened, the New York Times has published easy-to-understand answers to some of the most common questions about the Affordable Care Act, aka Obamacare. You can read the entire November 11, 2014 article here.

Filed Under: Financial Planning, Services // Tagged: financial planning, health care, health insurance, insurance, personal finances, U.S.

Watch for new options in Medicare open enrollment

Posted on October 13, 2014

Open enrollment for Medicare starts on October 15th, and the range of options can be overwhelming. The October 3, 2014 edition of the New York Times offered a helpful primer and list of strategies. You can read the entire article here.

Filed Under: Financial Planning // Tagged: financial planning, health care, insurance, medicare, personal finances

Building your own pension with a deferred-income annuity

Posted on June 9, 2014

Fewer and fewer American workers can still look forward to the income security in retirement that a defined benefit pension provides. The big insurance companies are aware of this, and so many of them are now offering products that allow investors to build their own pensions. Sales of deferred-income annuities more than doubled from 2012 […]

Filed Under: Financial Planning, Services // Tagged: financial planning, insurance, personal finances, retirement

OUR LOCATIONS

Our Portland office is conveniently located off the SW Denney Road exit from Highway 217.

6600 SW 105th Avenue, Suite 155
Beaverton, OR 97008

Our Bay Area office is located in downtown Santa Cruz.

615 Water Street
Santa Cruz, CA 95060

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If you'd like to learn more about how we can help you build a solid plan for your future, let us know by filling out our contact form. Or give us a call at (888) 998-4796.

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