Serving Oregon and California families and businesses
No two insurance carriers are the same: How do you choose the best?
Because we use our years of experience insuring families to help point you to quality products from trusted financial vendors, thus preserving your financial safety and peace of mind.
Financial products are carefully selected from industry leaders we ourselves use and trust, but with a focus on projections designed to satisfy your family’s long-term goals.
Our brokerage has decades, and we have experienced over 15 years to evaluate and raise-the-bar on consumer satisfaction & trustworthiness.
Our First Meeting
We start by analysis of your goals. If we agree you or your family require insurance protection, Roth IRA, or another great savings plan, we schedule a second meeting. We’ll compare insurance or investment benefits with side-by-side quotes from similar companies who have a proven track record of increasing our client’s investments, and/or paying insurance claims promptly.
Our second meeting usually takes about 30-45 minutes for you to compare and select a savings plan, or term, permanent or universal life insurance, and to choose your beneficiaries’ correct amount of protection.
We select your insurance or savings product and often complete an application in just one meeting, often with easy online e-signatures. So, if you are looking for a way to save for college or retirement, we also show spreadsheets on ways to balance long-term investments with short-term liquidity and common sense.
Foresters Financial, one of our most trusted fraternal insurance companies (owned by insured members), from observation with claims for insured clients going back as far as 15 years, sends a check to beneficiaries in less than a month, usually within two weeks! Other great ways to save for education or retirement are with National Life, or American Equity.
About Me
While I was Chairman of Phoenix local IEEE Computer Society, and unrelated to my duties as Chairman of the IEEE*, I helped to design, test, and build robotic manufacturing operating system software in aerospace and in private IC manufacturing companies. AI (Artificial Intelligence) and robots were sprouting up at Boeing, Motorola, and Chandler, AZ Intel, etc.
As our prospects and clients aged we began Long Term Care certification, securing licensing, and providing LTC protection.
Next, we began private research into potentially lower cost LTC solutions 
(Robotic simulators and Unix-based simulation platforms are becoming more commonplace and cost-effective).
Industrial robots work in industry. The question becomes: How long will it be before robots can be certified, insurable, affordable, and safe LTC companions?
Our research includes discussions on practical ways (PC simulators) to test and train human-looking robotic prototypes to provide safe, home-friendly care companions that are trained to work side-by-side with long term care health professionals. Sign up for our newsletter to keep up with our exciting research.
*Institute of Electrical and Electronics Engineers
