For many, planning early is at the heart of a sound financial future. At Modern Insurance Marketing, Inc., we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.
With Financial Planning services from Modern Insurance Marketing, Inc., you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
Our experts can even advise you on Estate Planning and Analysis. It’s important for most people to know and control what happens to their estate upon their passing. With the right advice and strategy, you can ensure that the family home stays in the family, your wills and trusts are properly drawn up, your affairs are properly handled, and much more.
Since each person has their own goals for their financial future and retirement, Modern Insurance Marketing, Inc. is committed to educating you on making the right decisions based on your current situation and how to plan accordingly. One of the best feelings you can have is knowing that your financial independence is secure.
Contact Modern Insurance Marketing, Inc. today to see how Financial Planning can help achieve your goals.
Proudly serving Portland, OR, Wilsonville, OR, Lake Oswego, OR, West Linn, OR, Tualatin, OR, Sherwood, OR, and surrounding areas.
Licensed in Arizona 858451, California 0F17042, Hawaii 331069, Idaho 126004, Nevada 222763, Oregon 100162972, Utah 23554 & Washington 211872
In California we are doing business as: MIM Insurance Services