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

Spring/Summer Hours:

Monday to Thursday, 8:00AM - 5:00PM, Friday 8:00AM - 3:30PM

Office Phone: (541) 484-6624

Contact an Advisor