Services

Our Vision as a company is to create an agency that can meet all your insurance needs but also give back to our clients by creating unique services that are available to you only.  “My main goal as the owner is not only to elevate the level of service to it’s maximal potential, but also create a funnel of knowledge and services that come to our clients, at no cost, by bridging local professionals in a workshop environment to help them be better prepared for all the financial challenges we face in this changing world,” says owner and founder Lyle Watkins, “Creating that platform here, is what will separate us from the rest.”  Together with the passion to help clients here are some of the services we currently offer and will be providing:

Workshops

Workshops are our best way to introduce you to basic level information of interest, and that is provided to you by a local professional that is current in their field of specialization.  Together with a presentation and having a professional in a Q&A setting can be very helpful way to get more informed but also with other people that are facing the same challenges as you.

We offer many workshops to our community in Portland in investments, college planning, retirement supplement, legacy planning

NEW CLASSES – 2019 Summer!!  – Introducing Our Summer Series with Joshua and Nate

We’re very happy to announce our 2019 summer series with extremely valuable and knowledgeable agents from Thrivent Financial, and they have committed to helping our clients by offering 4 classes this summer—check it out!

Quick Bios— Joshua (left) and Nate (right) are Financial Advisors for Thrivent Financial who have been in the Financial Services industry for over 6 years.

Joshua is a Navy Veteran who has been to 18 countries and 38 states! In his free time, he enjoys playing rugby for the Portland Pigs or walking Ella & Holstein his 10-year-old Pitbulls.

Nate is newly engaged to his lovely fiancé Kristin, loves hiking in the gorge, and playing trampoline dodgeball. Self-care by doing yoga and meditation is important to him and he has a borderline unhealthy obsession with eating hamburgers!

College Planning—JUNE 12th

accomplishment ceremony education graduation

Whether your child(ren) have started the college application process, are still years away from college or are still in the planning stage then this workshop is perfect for you. We will explore the wondrous world of college tuition, timing for scholarship applications, what to expect as a parent, when/if you should save for college, and much more (RSPV below).

Marriage & Money—JUNE 18th

Investments Top Companies and Financial Strength

The majority of marriages are built on things you have in common with your significant other. But do you share the same ideologies when it comes to money? Understanding your Spouses journey with money is an important first step to a long and loving marriage. Let us give you some topics to help jump start these conversations in your marriage (RSPV below).

Investments 101—JULY 23rd

Ask about how we can help you build your personal and family finances

Stocks, bonds, 401(k)‘s, taxable, or non-taxable? If you are looking to get a quick overview of basics on investing, we aim to please. We will go over investment basics so that you can be better informed when making important household decisions without feeling like you need to be an expert (RSPV below).

Retirement Planning—AUGUST 20th

We offer life insurance products that are designed for retirement supplement, and have tax deferred advantages

We all spend the prime years of our life saving for retirement. Each household has a different path to retirement but the road map for successful retirement planning always contains the same important steps. Come learn how to optimize your savings for retirement.

rsvp-today

-Available Workshops:   First Time Home Buyers,  Health Plans: What to Chose?,  Taxes For New Business Owners, Bookkeeping 101


Looking At the Future

person holding pink piggy coin bank

We are Excited to announce our NEW Financial Services products that are available starting in September 2019, and we will continue add more services.  Our site is currently being built… please call the office for information about our products.


Our Community and Local Charity

group of people holding message boards

Our company has a Do It Yourself mentality and we don’t shy away from it.  We want to hear from you, the community, and challenge us with how we can help or support your local event or charity.  We continue to support our community by sponsoring local events and being present at charity events.  Please email us below with any thoughts and we will be in contact with you, thank you!


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