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Financial Planning for Medical Professionals –
Helping You, So You Can Help Patients.

You became a medical professional because you want to help others and make a difference in your patients' lives. That part is clear. What's not always so clear is the best way to manage your practice and your money. For example, what type of legal business structure is most advantageous? How can you reduce your taxable income and protect your hard-earned assets? What will become of your practice when you're ready to retire?

Whether you're a physician, registered nurse or an office manager, count on McCoy Foat Wealth Management Group to guide you every step of the way. Because we specialize in your industry, we understand the unique challenges you face as a medical professional and how to integrate your personal and professional needs. Why is this important? Because it saves you time and helps you avoid expensive mistakes.

We'll help you determine your current financial position and cash flow, review your insurance protection and build a cohesive strategy developed specifically for you. Choose from a full array of specialized, strategic options designed to help you achieve your financial goals.

  • Investment-Portfolio Design
  • Retirement Strategies
  • Insurance for Disability, Health, Life and Long-Term Care
  • Tax Planning
  • Estate Planning
  • Gifting Strategies
  • Plus Much More

Serving veterinary professionals, medical professionals,
dental professionals and small business owners in West Linn,
Oregon City and the Portland Oregon metro area.
investment strategies — exchange traded funds — oil & gas royalties
third party money management — 1031 exchange — tax planning
insurance planning — retirement planning — college funding
estate planning — financial planning — gifting strategies

 

Advisory services offered through McCoy Foat Wealth Management Group (MFWMG). Securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. McCoy Foat Wealth Management Group and IFG are not affiliated. Office of Supervisory Jurisdiction: 3 310 N. State Street, Suite 206, Lake Oswego OR 97034.

Consult McCoy Foat & Co CPAs for tax advice. MFWMG and IFG do not offer tax or legal advice.