Who we are

As a leading provider in Health Care Reform & Insurance Products in Oregon, Washington, California and other States and we take pride in offering many Insurance Companies products for our clients to choose from for Individual/Family or Company/Group.  We are a full service Insurance Agency which offers: 

* Health and Life Insurance: Indexed Universal Life (IUL's), Term, ROP Term
* Supplemental: Accident, Cancer, Disability, Critical Care, OOP Hospital/Sickness plans
* Dental, Including ACA Pediatric, & Vision Insurance
*Travel Insurance (Inside/Outside US) including Student or Group Exchange Insurance
* P&C Auto Insurance, Workers Comp, and COBRA Administration
* GPS Fleet Tracking & Dispatch Web Based Google Map System


“I wanted to thank you for helping educate and advise me on my health insurance options. Working with you was a pleasant and hassle free experience. You were very responsive and I felt confident you were looking out for what was best for me and my family; and not just trying to sell me an insurance plan. You brought a thoughtful and creative approach to the process which at the end of the day saved me money. I will definitely recommend you to anyone I know looking for insurance coverage in the future. Thanks again for all your help”    Eric Haskins,
Vice President, Grubb & Ellis, Property Solutions Worldwide

"You have done a great job helping me navigate through this very confusing morass. I appreciate it very much (as do our employees).  I can now vacation in peace."   Fran, Owner, LandMark

We are dedicated to serving the needs of our customers each and every day and have been for over 14 years, and will continue to doing so.
We keep informed of the latest in Health Care Reform and pass our knowledge on to our clients and families.  We are located in Lake Oswego, Oregon and conduct business in many states throughout the nation.

There are no fees for our service, and you will never be pressured into purchasing a product. We are simply here to help guide, inform, and give you the necessary tools for your decision making process. We are committed to our clients for the long term. As your needs change so too should your insurance plans and we will help when that time comes.

We provide our clients with the most suitable insurance policies for their specific need, at the lowest cost. Our organization accomplishes this task by working with many insurance carriers; and by asking the right questions and then listening to “what is on your mind”. Lastly, we are dedicated to providing unmatched service based upon the cornerstones of our business, Honesty, Integrity, Trust and Loyalty.