Broker Check

5 Centerpointe Drive
Suite 150
Lake Oswego, Oregon 97035
(503)207-4509
[email protected]

Strategies

I am committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

Employment Benefits

  • Major Medical*
  • Dental
  • Group Life
  • Group Short Term & Long Term Disability
  • Voluntary Benefits
  • Pension Design & Administration

Executive Benefits

  • Supplemental Life & Disability Income Protection
  • Business Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Training
  • Split Dollar Arrangement

Personal Strategies

  • Life and Disability Income Protection
  • Long Term Care Insurance
  • Wealth Accumulation
  • Wealth Distribution
  • Retirement Planning
  • Estate Planning

Additional Planning Strategies

  • Debt Elimination
  • College Funding
  • Charitable Giving

* Neither Guardian nor its subsidiaries issue Major Medical Insurance products or services.