While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.
To help prepare for this meeting, it's helpful to have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
PBC Insurance: Life & Financial Services
Serving the Pacific Northwest since 1993
450 Country Club Road, Suite 330, Eugene, OR 97401
Normal Office Hours:
Monday to Friday, 8AM - 5PM
Monday to Thursday, 8:00AM - 5:00PM, Friday 8:00AM - 3:30PM
Office Phone: (541) 484-6624
Contact an Advisor