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Price Financial Group | Financial Advisors | Beaverton, Oregon

Price Financial Group | Financial Advisors | Beaverton, Oregon

  • Home
  • About
    • Why Us?
    • Our Process
  • Team
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol, CFP®
    • Matt Mai, AAMS®
    • Rebecca Lovincey
    • Benjamin Hosseini
    • Erin Burke
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact

Rebecca Lovincey

Medicare Specialist

Rebecca Lovincey

I would consider myself a teacher/educator of all things health insurance.  As a benefits Insurance agent who specializes in Medicare, I have been honing in on the many nuances of Medicare as it relates to my clients needs which then leads to providing solutions to their concerns.  With almost 20 years’ experience, I have a way of helping anyone understand how Medicare works and most importantly how it relates to them.

I don’t believe many say that they “studied to become an insurance agent”, myself included, but I believe I have found my calling and that is to help as many people in this nation as I can with one of the most confusing and expensive situations they will face while aging.

When not working I enjoy golf, softball, and spending time with my family. 

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Recent Posts

  • 7 Things to Know About Social Security Before Starting Benefits
  • 3 Tax-Planning Strategies to Deploy Year-Round
  • How Will the SECURE 2.0 Act Affect Your Retirement?
  • Tax Changes for the New Year
  • Splitting Stocks

Recent Radio Shows

May 1, 2022 | Best of Investing Simplified

April 24, 2022 | Best of Investing Simplified

April 17, 2022 | Episode 16 | Mortgage Rate Hikes and Economic Cycle

April 10, 2022 | Episode 15 | Unemployment rate and Social Security options

April 3, 2022 | Episode 14 | Value of working with an advisor

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Call: (503) 253-3000

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Recent Posts

  • 7 Things to Know About Social Security Before Starting Benefits
  • 3 Tax-Planning Strategies to Deploy Year-Round
  • How Will the SECURE 2.0 Act Affect Your Retirement?

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Part 2A Firm Brochure

Part 2B Brochure

(503) 253-3000
16100 NW Cornell Rd
Suite 140
Beaverton, OR 97006

2022 Copyright © All Rights Reserved. Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.