Our 1:1 30 minute discovery call gives us an opportunity to learn more about our clients and their business needs. Whether your in the market for consulting, marketing , or finance our team is ready to help address all your concerns.

Do you need life insurance? Do you need a review of your current policy? I can help!

Request here for information on Annuities

We have multiple carriers that provide coverage for children. Do you need coverage for your children or grandchildren?

This appointment block is for New Quotes and People who are not current customers. We enjoy helping our neighbors understand the sometimes confusing topic of personal insurance. Select "In-person" for a meeting in our office. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

This appointment block is for current customers with an upcoming policy renewal. We believe that working with an insurance agent should mean more than purchasing a policy that you never have explained to you and rarely (hopefully never) have to use. Select "In-person" for a meeting in our office or your own. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

Life insurance is the most important insurance policy that we could help you purchase. Select "In-person" for a meeting in our office. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

We are excited that you've decided to take the next step in expanding your business online. Setting up your agency with Google My Business and Facebook will allow your agency to be found on Google. Please select a time that an office employee will be able to answer a phone call from Google to verify your location. Thank you for your time and consideration and we look forward to continuing to build your online success.

The Business Doctor has helped to start over 200 businesses. Book your FREE Business Consultation to help you start your business.

Please select this option if you would like to include Aflac Policies in your enrollment. You may also include Short Term Disability, and Term to Age 100 Life Insurance (not affiliated with Aflac) during the webinar.

Please select this option if you DO NOT wish to include Aflac Policies in your enrollment. The application for Short Term is completed over the phone and does not require a webinar. Term to Age 100 Life Insurance is also available with this option. *Please note that Amalgamated Short Term Disability and 5 Start Term to Age 100 Life are not affiliated with Aflac.

Meet with us to discuss your tax documents or to collect & review your completed tax return.

David Frenette provides Spiritual Direction sessions by phone or Zoom and in person in Portland, OR, on Tuesdays, Wednesdays and Thursdays, 1-4 p.m. Pacific Time. Sliding Scale Investment for Spiritual Direction Session with David: $75/$85/$95. For your phone Spiritual Direction session, you may pay when scheduling OR pay on-line before your scheduled time at https://www.davidfrenette.com/spiritual-direction/schedule-pay-spiritual-direction-session.

David Frenette provides Spiritual Direction sessions by phone or Zoom and in person in Portland, OR, on Tuesdays, Wednesdays and Thursdays, 1-4 p.m. Pacific Time. Sliding Scale Investment for Spiritual Direction Session with David: $75/$85/$95. For your phone Spiritual Direction session, you may pay when scheduling OR pay on-line before your scheduled time at https://www.davidfrenette.com/spiritual-direction/schedule-pay-spiritual-direction-session.

David Frenette provides Spiritual Direction sessions by phone or Zoom and in person in Portland, OR, on Tuesdays, Wednesdays and Thursdays, 1-4 p.m. Pacific Time. Sliding Scale Investment for Spiritual Direction Session with David: $75/$85/$95. For your phone Spiritual Direction session, you may pay when scheduling OR pay on-line before your scheduled time at https://www.davidfrenette.com/spiritual-direction/schedule-pay-spiritual-direction-session.

Music is powerful and connects all of us in one way or another. Many artists make a good living from their gifts of singing, rapping, writing, and performing. What if you could get paid over and over just like musicians without singing, writing, or performing? Twirl Me has created a service that allows anyone to invest in one of our artists for a minimum of one year and you will receive a monthly royalty check. Just sit back and collect your royalty check just as if you wrote or performed the song. Sounds pretty cool right? We created this to help our artists grow a new fan, connect and provide ordinary people an opportunity to invest in an upcoming artist all while growing their bank account. It's a win-win. There is no risk because these artists have a proven ongoing royalty payment which will continue for perpetuity (forever). Here is how it works. For example, you buy one percent of the song's master recording share for $25. If the song generates $300 per month, so $300 x 1% = $3 per month. You will have received $36 back in twelve months. That's an $11 profit and you didn't lift a finger. This was just an example because music streaming can fluctuate. The term is for 12 months and 1%. You are allowed to buy multiple shares.

Professional and thorough review of your various financial records  and previous tax returns. Our unique, individualized Interview ensures our clients maximize deductible expenses, allowances and reduce taxable income.