5 Centerpointe Drive
Suite 150
Lake Oswego, Oregon 97035
(503)207-4509
rachel_novak@westpacwealth.com

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Be My Beneficiary

Be My Beneficiary

Financial planning for couples.

Don’t Myth Out on Whole Life

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Financial Fixes: From Health Scare to Financial Care

A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Build a Stronger Financial Future

Learn about a financial asset that can help you build a stronger financial future.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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When the Unexpected Becomes Reality

Disability happens to more people, more often than you may think, and it lasts longer, too.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

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