accounting servicescontact us

Why Consider McCoy Foat?
We'll Help You Achieve Your Financial Goals.

When you work with McCoy Foat Wealth Management Group, you have access to a comprehensive array of financial services to meet your every need.

  • Investment Strategies – Including exchange traded funds, oil and gas royalties, 1031 exchanges and institutional quality third party money management.
  • Tax Planning – We work with your accounting team to develop your comprehensive tax picture. We specialize in tax efficient investment strategies, as well as staying in continued touch with your accountant regarding your tax planning needs.
  • Protection Needs – Protection is the building block of any financial plan. We'll evaluate your current insurance coverage and suggest what we consider appropriate for your circumstances, including life, disability and long-term care products.
  • Retirement Planning – Whether you want to retire to another community, travel the world, or simply remain secure in your own home, the time to plan is now. We can help you prepare for life after work with investment vehicles that may provide asset growth, added income or both.  Talk to us about your situation – we'll give you an honest evaluation and provide you with options.
  • Estate Planning – Now is the time to ensure that your estate is distributed according to your wishes after you are gone. We use various techniques to ensure that your family, your business and your favorite charity are taken care of in the manner that you wish.
  • Financial Planning - We're here to help you achieve your financial goals with a comprehensive, integrated approach. We'll help you determine your current financial position and cash flow, review your insurance protection and build a cohesive strategy to wrap your investment, retirement, tax and estate planning strategies together. If needed, we can also include college funding and gifting strategies.
  • Strategic Alliances – We work comfortably with your current professionals or can recommend local attorneys, CPAs and other professionals who are part of our strategic network.

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.