📍 412 Jefferson Pkwy Suite 1000 Ste 1000, Lake Oswego, OR, 97035
📞 971-202-4226
Henry Ford & Elvis Presley both died millionaires but Henry Ford only paid $1200 to the Federal Government for inheritance tax whereas Elvis Presley paid $66M. Do you know why? If not, let's talk. AS A TRUSTED INSURANCE AGENCY we offer all types of Insurance to help you keep all your plans under one roof and phone number. Let's work together to decrease your Insurance premium costs, yet add better benefits. Life Insurance: Avoid Taxes Legally, Living Benefits Life Insurance Buy/Sell & Keyman Policy’s Term, Return of Premium, Final Expense, Permanent Plans, IUL Policy’s (Tax Advantage) Property & Casualty, Workers Comp Insurance Liability, Property, Auto, Employment Practices, Umbrella Policy’s Health Benefits, ERISA Compliance, Cobra Administration Plans which pay cash to help with your deductible, Hospital, Accident, Cancer or Critical Illness Bills. Think outside the box...HSA's, HRA's, Alternative Funding, etc.
📍 5285 Meadows Rd Ste 164 Ste 164, Lake Oswego, OR, 97035
📞 503-684-4008
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
📍 412 Jefferson Pkwy Ste 100, Lake Oswego, OR, 97035
📞 503-297-1330
📍 412 Jefferson Pkwy Suite 100 Ste 100, Lake Oswego, OR, 97035
📞 503-314-9848
📍 Serving Your Area, Lake Oswego, OR, 97034
📞 503-636-0786
📍 17030 Pilkington Rd, Lake Oswego, OR, 97035
📞 503-699-0189
📍 1 Centerpointe Dr, Lake Oswego, OR, 97035
📞 503-726-4334
📍 16055 Boones Ferry Rd, Lake Oswego, OR, 97035
📞 503-305-8230
📍 5335 Meadows Rd Ste 101, Lake Oswego, OR, 97035
📞 503-635-3303
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📍 3975 Mercantile Dr Suite 230 Ste 230, Lake Oswego, OR, 97035
📞 503-635-9200
Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.