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,”- Lyle Watkins, Owner/Agent.  “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:


Looking At the Future – Financial Guidance & Services

We are Excited to announce our NEW Financial Services products that are available starting in October 2019 and continue to be added throughout 2020.  Our Product site is currently being built… please call the office for information about our products.

person holding pink piggy coin bank

We understand that staying on top of your finances can be a challenge for several of reasons.  Finding time, getting organized, reevaluating your budget, cutting back on lifestyle spending are all concepts we understand, but at Bridge City Ins., we understand that time is the biggest factor; therefore, we help our clients accommodate their goals with our tools in order to meet at the middle and find a path for financial preparedness.

Here is an article from Gloria Martinez at WomenLed.org that concentrates on how to stay on track of your finances and helps focus on how to be better prepared.

Gloria

How To Stay on Track With Your Finances – Gloria Martinez, womentled.org

“Staying on top of your finances is important in today’s world where credit card debt can pile up faster than your income, but it’s not always easy to stay on track. Little things begin to add up throughout the year; you pay a little bit for streaming services, lawn care, and extracurricular activities for your children, and pretty soon, you’re spending money faster than it’s coming in. It’s a good idea to go over your finances every year to find out exactly where your money is going and where you can begin to make cuts without sacrificing what you need…” READ MORE

We encourage you to contact our office on ways that we can better help you save for your goals and what is important to you.


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

Here is a list of our current Workshops:

NEW CLASSES – 2019 Fall!!  – Introducing Our Foam and Finances Series with Nate, Mike and Joshua.  We’re very happy to announce our 2019 Foam and Finances 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!

Joshua (left) 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 (right) is newly wed 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!

For more information on classes and how to enroll… click here.


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!

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


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