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Financial Planning for Veterinary Professionals –
Smart, Easy, Specialized.

As a veterinary professional, your financial needs are continually evolving. If you're like many veterinarians we work with, you might be concerned about debt management, buying or selling your clinic, or finding the most suitable retirement plan.

Whether you're a veterinary clinic owner, a veterinary associate, or just launching your career, count on McCoy Foat Wealth Management Group to guide you every step of the way. As your veterinary industry specialist, we'll help you integrate your personal and professional financial strategies to optimize results, save time and avoid expensive mistakes.

We'll help you determine your current financial position and cash flow, review your insurance protection and build a cohesive strategy to protect, preserve and grow 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 and Estate Planning
  • Investment-Portfolio Design
  • Insurance for Disability, Health, Life and Long-Term Care
  • WSVMA Member Discounts
  • Business Continuation Strategies
  • Qualified and Non-Qualified Retirement Plans
  • College Funding Options
  • Plus Much More

Are you a member of WSVMA? Ask about our discounts!

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.