accounting servicescontact us

The Freedom of Retirement Starts Here.
Choose from IRAs, Cash Balance Plans and 401(k) Plans.

Ever wonder if your retirement plan will be there when you need it most? When was the last time your plan had an objective review?

Whether you're retiring in 20 years or 20 days, we can help you evaluate your progress, assess your options and understand the pros and cons of 401(k) plans, cash balance plans and self-directed IRAs, so you can proceed with confidence.

And, if you're a business owner, we'll help you choose the right 401(k) providers and implement ongoing procedures designed to maximize and maintain your retirement plan's performance.

We can help you and your company save valuable time and resources, and will:

  • Provide full disclosure of all plan provider expenses.
  • Examine opportunities for cost efficiencies.
  • Help you write your investment policy statement.
  • Identify unique plan challenges facing your company.
  • Assist in investment and service provider selection and review.
  • Provide participant education and support services.
  • Facilitate educational meetings with employees in a group setting or one-on-one.

In short, we provide the ongoing service required to have a great retirement plan, fulfill your duties as a plan sponsor and help manage your 404(c) requirements.

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:  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.