OREGON INSURANCE AGENCY

At Oregon Insurance and Financial Services we are a local, independent insurance company. This gives us the ability to quote you through multiple insurance providers to find one that matches your needs. After being in business for over 30 years locally, we’ve come to the conclusion that, like a thumbprint, everyone’s insurance needs are different. Whether your insurance needs range from: Homeowners, Auto, Boat, Motorcycle, Umbrella, Life and more, we are confident we can find a policy that will be a perfect match for your situation. Insurance can be confusing, we understand that. We will go over your policy with you line by line to explain what coverages you have and why they are on your policy.

We would love to get the chance to serve you and your insurance needs.

What’s tough about running a business? Running a business.

What’s the risk involved? That’s where we come in.

Accurately assessing your business and the risks that come with it is a challenge, but Oregon Insurance and Financial Services provides local and experienced agents that can determine the complex insurance risks that your business may face throughout the years. You’ve worked hard to build up your business. It’s our business to protect yours.

Being a faith-based agency, we are very familiar with the church’s normal activities as well as the day-to-day operations which helps us to accurately determine your church needs. Matching us in those beliefs is our partnered company "Mennonite Mutual", that only specializes in farm and church insurance. Benefits of choosing a locally based agency for your church insurance needs:

• Local service for answers to questions throughout the year
• In-person annual church insurance reviews
• Specialized coverages tailored to churches
• Lower Premium compared to the competition

We have been able to save churches in the Northwestern Ohio community over $33,000 combined in premiums per year.

You are working hard. Let’s get a plan to save and invest so that one day, you can relax during your happy and successful retirement. You focus on your career or business, and we’ll focus on making sure your finances are on track for retirement.

Approaching Retirement

You have worked for decades and you are fast approaching your own retirement date. This should be a time of excitement—you have worked hard and you have earned the luxury to spend time on yourself, your family, and whatever it is that brings you joy. This is the most crucial time to be invested properly. We will take care of your investments so you can keep your mind on what’s important: finishing your career strong and planning out the rest of your life in retirement.

Retirement

Congratulations, you have arrived at retirement! All of those decades working hard and saving diligently have paid off. Whatever your retired life has in store for you, don’t get bogged down and stressed out by worrying about your retirement plan—we have that part taken care of for you.

Legacy

At the end of your days, what will become of the money you have not spent? Will you leave it family? Will you donate it to charity? Let’s make a plan to invest your money so that your legacy is secured.

Retirement Services

There are several different ways to get to retirement, but they all have one thing in common: saving more than you spend. Here are some ways we can help you save:

• Traditional and Roth IRAs
• Rollover IRAs (take your old retirement plans and roll them into an IRA)
• 403(b)s (also known as a TSA or Tax-Sheltered Annuity Plan)
  • This plan is offered for public school employees, non-profit employees, and most hospital employees.
• 457 Plan
  • This plan is for government employees including firefighters and police
• Retirement Plans for Business Owners
  • To retain top talent, you need top benefits. We can create a retirement plan for you and your employees to contribute to

Other Financial Services

Everybody is unique, and the same is true for everybody’s financial journeys. We can assist you with all of your financial needs, including:

• Investing in a Brokerage Account
• Cash Flow Analysis and Cash Flow Planning
• Debt Management
• Saving for Large Purchases
  • 529 Plans for college savings
  • Health Savings Account for pre-tax savings for health expenses
  • Making the proper investments for upcoming purchases like a new boat, home, etc.

Oregon Insurance and Financial Services has been part of this community for the past 30 years, and we plan to be here for the next 300 years. We will keep doing what we do best—helping you with all of your insurance and financial needs. We’re Local. We’re Here to Help.