Higley Financial | Partner Since 2018
Our focus is financial wellness! Clinics ask us to serve as their advisor for 401(k) fiduciary investment services and for specialized financial programs for high-income staff. Medical professionals ask us to be their personal fee-based financial planning, investment, retirement and insurance advisor. Contact us for a confidential financial check-up!
Please contact:Shawn O. Higley CPFA, CRPC, AIF
CNA Healthcare | Partner Since 2012
PO Box 4267 • Portland OR 97208-4267
For more than 45 years, CNA has helped Oregon physicians cover their practices with tailored insurance solutions and risk management insights. During that time, our unique profit-sharing program has returned more than $60 million to OMA/CNA policyholders. For more information, please contact CNA at 800-341-3684 or visit www.cna.com/healthcare.
Physicians Insurance A Mutual Company | Partner Since 2012
PO Box 91220 • Seattle WA 98111
Physicians Insurance A Mutual Company is the largest medical professional liability insurance company in the Northwest and a leader in developing strategies to manage the liability risks of the future. Owned and operated by its insured physicians and clinics, Physicians Insurance is composed of more than 7,000 insureds in Oregon, Washington, Idaho and Wyoming. The company offers the widest protection at a reasonable cost, with a dedicated focus on patient safety and claims management.
Preisz Associates, Inc. | Partner Since 2013
4525 SW Condor Avenue • Portland, OR 97239
Preisz Associates, Inc., an independent retirement plan advisory firm, is proud to provide the following services: Non qualified supplemental executive retirement plans. Group benefits including: medical, dental, disability, business and life insurnce. Long-Term care plans, both individual & group. Individual fee-based wealth management & financial planning.
Michael Preisz, AIF®, CFP®, CLU, ChFC, CPA
The Doctors Company | Partner Since 2012
5885 Meadows Rd Ste 300 • Lake Oswego OR 97035
About The Doctors Company
The Doctors Company is fiercely committed to advancing, protecting, and rewarding the practice of good medicine. With 71,000 members, and $4.3 billion in assets, we are the nation's largest insurer of physician and surgeon medical liability. For more information, visit us at www.TheDoctors.com.
Shawn Chummar, MBA
The Partners Group | Partner Since 2012
11740 SW 68th Parkway Ste 200 • Portland OR 97223
Whether you need Employee Benefits, Commercial Insurance, Retirement Plan Consulting or Physicians Advisory Services, we’re invested in you. Your goals. And your success. Discover the company that believes in creating partnerships rather than collecting clients. See what happens when your success comes first.