Insurance for Physicians in the Northwest
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Since 1975 I have served the financial security needs of the medical community in the Pacific Northwest. We help protect wealth and income primarily with physicians and the medical community. My services can also be useful to other individuals and small businesses.
I trust you will find useful and up-to-date articles, calculators and links here that will bring you back to this site, time and again. Quotes are available online, with no obligation. Please contact me if you have questions or if I can help in any way.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."