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Financial Planning for Small Businesses –
Discover Clarity.

As a small-business owner, you manage a thousand details every day. And while you're busy managing those details, it's easy to lose sight of your personal vision. That's why it's important to have a specialized partner like McCoy Foat Wealth Management Group. As your financial strategist, we'll help you navigate and rise above the cloudy issues – like tax changes, business financing and talent retention – and keep a sharp eye on your financial future.

We've helped hundreds of Washington and Oregon small businesses and we welcome the opportunity to help you too. We'll help you determine your current financial position and cash flow, review your insurance protection and build a cohesive strategy aimed at protecting, preserving and growing what matters most for your business and your family. Choose from a full array of specialized, strategic options designed to help you achieve your financial goals.

  • Retirement Strategies
  • Investment-Portfolio Design
  • Insurance for Disability, Health, Life and Long-Term Care
  • 1031 Exchanges
  • Business Continuation Strategies
  • Estate Planning
  • Qualified and Non-Qualified Retirement Plans
  • College Funding Options
  • 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:  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.