Matthew Witten
Certified Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (Insurance/Investments)
503-542-9422
My focus is making sure the client understands Medicare, plan options and ultimately how to use and navigate the plan(s) chosen. After enrollment, you will have the knowledge that you have someone that can assist by providing information about how to use your plan. If you cannot find the answer to a question from the insurance company or need direction, I’ll be there to help.
Growing up in the Pacific NW has taught me that most people like a little personal touch. Over the past 15+ years, I have approached my practice from a teaching perspective…
My wife and I l have 2 sons and we spend a lot of time as a family exploring the Pacific NW and the rest of the United States. Whether it’s hiking, camping, attending events or simply playing in the yard, we enjoy being outside and active whenever possible.
Please feel free to send an email or give me a call. I know the hospital systems, medical networks and the insurance companies that do business with each of them. I’m happy to assist and will ensure that you have an experienced advocate for your healthcare.