Estate Financial Services, LLC
44 Crestfield Court, Lake Oswego, OR 97035
Location & Phone number
44 Crestfield Ct, Lake Oswego, OR 97035, United States
About the Business
Estate Financial Services, LLC, located at 44 Crestfield Court, Lake Oswego, Oregon, is a health and insurance agency run by Dr. Gilbert Lee, M.D. Due to Covid-19, Dr. Lee is currently meeting with potential Medicare health insurance clients via Zoom conferencing. These meetings can be scheduled for a private session to discuss personal information and share documents. To set up a remote meeting or ask for advice, clients can call or text Dr. Lee at 541-408-6729 or email Gilbert@EstateFS.com. As vaccinations increase and herd immunity is achieved, in-person meetings in clients' homes or at local coffee shops will also be an option.
Dr. Lee provides personalized services without cost or obligation to his clients. With a background in Internal Medicine, he offers advice and recommendations on healthcare coverage, primary care providers, and networked groups of providers and hospitals. Dr. Lee is an independent agent/agency and works with various health insurance companies to offer Medicare-related policies such as Medicare Advantage Plans, Medicare Supplements, and Prescription Drug Plans. He also provides individual health insurance for those who do not yet qualify for Medicare.
Retirement should focus on optimizing and preserving health and quality of life. Dr. Lee believes that preventative measures such as proper diet, exercise, sleep, and positive relationships can prevent many chronic illnesses. His website offers resources for healthier lifestyle habits and guides for taking responsibility for one's health.
Dr. Lee understands the financial challenges of retirement and the importance of planning for unexpected healthcare costs. By evaluating clients' needs and desires, he helps them choose the best healthcare coverage options to ensure a secure and healthy retirement. With a focus on long-term health and financial stability, Dr. Lee guides his clients through the complex landscape of healthcare and insurance to find the best route to their destination.
Photos
Hours open
Monday:
10:00 AM - 5:00 PM
Tuesday:
10:00 AM - 5:00 PM
Wednesday:
10:00 AM - 5:00 PM
Thursday:
10:00 AM - 5:00 PM
Friday:
10:00 AM - 5:00 PM
Saturday:
10:00 AM - 5:00 PM
Sunday:
10:00 AM - 5:00 PM
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