What's important to you?

Business Insurance, Personal Insurance & Financial Services from Certus NW & Certus Financial Services

You don't think about insurance or financial services every day. Maybe not at all. You trust that you're protected because you sign the check for the premiums and get the standard portfolio statement in the mail. But when was the last time your insurance agent or financial representative actually called you to go over your coverages and accounts?

Preserving what's important to you -  your business, your family and your future - isn't something your insurance brokers, agent or financial representative should be passive about after you sign on with them. Yet that's the approach many of them take.

At Certus NW and Certus Financial Services, we believe that preserving what's important to you requires a proactive effort. It means being diligent about ensuring you have the right coverage for your business, retirement, auto, home and life. It means maintaining an active partnership with you and keeping your portfolio working for you over the long term.

Life isn't a static state. Businesses and families grow. Dreams change and expand. You acquire assets and wealth, and you downsize from time to time. Certus NW  & Certus Financial Services has the services and products you need as your life and your business evolve, and as an independent firm, we’re able to find you the best coverage and products from the most trusted names in the business.

 

Business Insurance

  • Professional Liability (Accountants / CPAs, Attorneys, Management Consultants, Nursing, Medical Providers)
  • Commercial Property & Casualty (Restaurant, Apartments, Retail, Office, Manufacturing)
  • Employee Benefits Liability
  • Commercial Auto
  • Employment Practices Liability Insurance (EPLI)
  • Commercial Earthquake & Flood Insurance
  • Excess Liability (Commercial Umbrella)
  • Workers Compensation Insurance
  • Surety Bonds
  • Cyber Liability

Personal Insurance

  • Auto Insurance
  • Homeowners Insurance
  • RV, Boat & Motorcycle  Insurance
  • Rental Property Insurance
  • Excess Liability (Personal Umbrella)
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Disability Income Insurance

 

 

Financial Services

For Businesses

  • Defined Contribution Plans (401k, 403b, 457)
  • Employee Benefit Plans
  • SOLO 401k Plans
  • Executive Compensation (Discriminatory)
  • SEP / Simple Pension Plans
  • Individual Retirement Accounts (IRAs / Roth)
  • Investment Accounts
  • Life Insurance (Buy/Sell, Key Person, Executive Bonus Plan)

For Individuals

  • 401k Rollovers
  • Individual Retirement Accounts (IRAs / Roth)
  • Coverdell & 529 College Savings Plans
  • Investment Accounts
  • Life Insurance
  • Annuities
  • Long Term Care Insurance
  • Disability Income Insurance
 

 

What's important to you? Call Certus NW & Certus Financial Services today at 503.906.5220 to schedule your no obligation consultation and protect your business, your family, and your future!

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