Don't Buy what they're Selling 

CREATE WHAT YOU NEED!

Proudly Serving Portland, Oregon and the Surrounding Communities

At Insurance for Wholeness and Health we are dedicated to providing our clients with a traditional agency experience.  We accomplish this by focusing on the needs of our clients first and then fulfilling those needs from our vast portfolio of products and services.  We don't pitch...we ask questions.  We don't sell...we address that which you value. We don't create need...We explore and identify your existing needs.  We are here to help our clients protect the reasons they get up and go to work everyday. We thrive on helping Middle Americans to inexpensively and effectively ensure the quality of their healthcare, the continuance of their paychecks; the preservation of their assets and the continued growth of their wealth in the face of any and all of life's health related "unknowns". 

We successfully serve hundreds of clients in 30 U.S. states and are committed to treating each individual with respect and compassion. We understand that each person is different with respect to their values, preferences and tolerances.  That is why we say again and again, "Don't Buy What They're Selling...CREATE WHAT YOU NEED!