310 N. State Street, Ste. 206
Lake Oswego, OR 97034
503-697-0817

What Can You Expect?
Transparency. Clarity. MORE.

If you're searching for an extraordinary boutique experience, look no further than Medical Professionals Financial Group. New clients often tell us that they learned more about their investments in their first meeting with us than they ever knew before, after years of meeting with traditional financial planners. If you're like most people, you'll discover that it's nice to work with people who know you by first name and pursue your financial goals with urgency.

Because we specialize in your industry, we already understand the unique challenges you face as a medical or dental professional and how to integrate your personal and professional needs. Why is this important? Because it saves you time which can help you avoid expensive mistakes. You’ll have strategies to preserve your personal assets, and you’ll know how to secure your business with the right insurance and proactive succession planning.

Most of all, we’re interested in empowering you to know more so you grow more. There’s no such thing as a wrong question or a bad time. We welcome the opportunity to dig, collaborate, explore and take your financial experience to new heights.

Our Five Step Process Includes:

  • Discovery – Identifying your financial goals and determining your potential.
  • Evaluation – Assessing your current financial strategies and determining their effectiveness in light of your goals.
  • Recommendation – Developing new financial strategies and recommendations. Yes – we’ll even introduce you to few new ideas you probably haven’t heard before.
  • Implementation – Coordinating financial execution, making sure the next steps are completed.
  • Monitoring and Adjustment – Keeping you on track and one step ahead of your financial objectives.

Ready to get started? Request your complimentary portfolio assessment today.

Serving medical and dental professionals in Lake Oswego and the Portland Oregon metro area
personal investment solutions — asset protection strategies — individual retirement plans
alternative investments — 1031 exchange — estate planning — personal insurance strategies
medical office retirement plans — executive benefits buy/sell plans — succession planning
practice transfer — deferred compensation plans

 
Copyright 2014 Medical Professionals Financial Group. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. IFG and MPFG are not affiliated entities.