Excellence

IS NOT A SKILL, IT’S AN ATTITUDE.

8100 SW Nyberg St, Suite 300, Tualatin OR. 97062

EXPERIENCE

My experience is what makes me the top planning experts in Salem. You need someone who is knowledgeable about how your money can work for you so we can safeguard your future.

STRATEGy

Everyone is different. That's why I set a plan in place that's tailored to your specific wants and needs. There is no one size fits all when it comes to planning your health insurance, retirement, or investment strategies.

Compassion

I get to know all of my clients personally and because I care about every single one, I can devise and modify their planning to best suit them through the years of our partnership together.

 

“Be the best at what you choose to do”

When I look back on my expectations of how my life would go, I never thought I would be where I am now.  

As a former homebuilder, computer programmer and now as a representative in the insurance industry, being the very best is the guiding principle of everything that I do.

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Protecting You Now - Growing Your Future

our community

This area was built by people who believed that hard work and careful planning could help them pursue their dreams. I'm happy to see those same characteristics today in our schools and businesses.

Insurance and Investments

Planning for a secure financial future takes knowledge and experience. To make the right decisions, it's best to work with a professional to help build a plan for today and tomorrow.

RESPONSIBILITY

The responsibility is to you, the customer. Sound and stable directions. Guiding you towards the future you want. The future you deserve.

Trusted By

happy Clients

Time and care is all it takes to keep a relationship with your clients. Without you, there is no success.

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Mark Gibbs

I’ve had a lot of questions about life insurance and some other needs and planning and I highly recommend Bill!
He is very pleasantto be around and makes your whole day better no matter what the situation is!

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Shannon Miller

Working with Bill was a great experience! He made everything so easy, He explained everything so that I didn’t have any
questions, and the entire process was smooth.

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Debbi Schimdt

Bill is one of the most caring, passionate persons I have met. He understands what life issues and
abrupt changes can do to a family and
desperately wants to help you get control and cover your
family with protection.

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Heidi swallwell

Working with bill has been a refreshing experience. He is knowledgeable, professional, and personable.

Contact

Get In Touch Now

Need that extra little bit of information that helps get you started? 

Stop by and see us today.

Haven’t you waited long enough?

ABOUT

Getting you the most out of your Insurance coverage that match your specific needs. Contact me today to see how I can help you and your family.

CONTACT US

8100 SW Nyberg St, Suite 300, Tualatin OR. 97062
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