Independent guidance, built on relationships
Western Retirement Advisors helps individuals and couples plan for Medicare, health insurance, guaranteed income, and legacy protection — without being tied to a single insurance carrier.
How we work with you
Independent & Client-Centric Advocacy
As an independent advisory firm, we are not tied to a single insurance carrier. We objectively compare multiple top-rated providers across Oregon, Washington, and California to find the precise plans that fit your health profile and financial goals.
Holistic Risk Mitigation
We believe true retirement security requires looking at the entire picture. By aligning your healthcare options (Medicare and medical coverage) with your wealth protection strategies (long-term care, guaranteed lifetime income, and life insurance), we shield your nest egg from unexpected threats.
Education-First Guidance
We break down complex insurance jargon, deductibles, coinsurance, and prescription drug formularies into clear, actionable choices so you feel fully empowered at every stage of your retirement journey.
Long-Term Partnership
Retirement planning isn't a one-time transaction. We provide continuous support, reviewing your policies annually during open enrollment and adapting your strategy as your life milestones and healthcare needs evolve.
Your advisor
Scott Lewis
Retirement & Medicare Advisor
Licensed in Oregon | Washington | California
Western Retirement Advisors was founded by Scott Lewis after years of observations and conversations with loved ones regarding retirement preparedness. It seemed regardless of education, income, or career success, most individuals were still missing the whole picture when it came to their retirement planning. Retirement planning can mean many different things to different people, and while very few retirement advisors have the bandwidth or expertise to focus on all facets of retirement planning, many choose to focus exclusively on wealth building and tax strategies while ignoring the most common threats that can derail your financial security and retirement dreams.
Western Retirement Advisors focuses on wealth protection and healthcare security. We understand that navigating the complexities of medical coverage is often the single biggest stressor for retirees. From evaluating Medicare Advantage and Medigap options to managing prescription drug costs, deductibles, and out-of-pocket maximums, securing the right healthcare plan is just as critical to your nest egg as any investment strategy.
Whether you are approaching 65, transitioning out of employer coverage, or looking for private health insurance options under 65 across Oregon, Washington, and California, we provide comprehensive guidance. Western Retirement Advisors specializes in risk mitigation, providing expert support and guidance for Medical and Health Insurance, Guaranteed Lifetime Income, Long-Term Care Insurance, and legacy building through Life Insurance strategies.
Schedule a Free ConsultationLicenses & Certifications
Western Retirement Advisors
Business Entity Registrations
- National Producer Number (NPN): 22050313
- National Producer Number (NPN): 22141332 — SWL Advisory Group, DBA Western Retirement Advisors
- Oregon Insurance Producer License: 3004102538
- Washington Insurance Producer License: 1352517
- California Insurance Producer License: 6018992 — DBA WRA Insurance Solutions
Have questions about your options?
We're happy to walk through them with you — no cost, no obligation.