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

Searching for a Solid Retirement Plan?
Strategize, Structure and Save.

Do you really know your true plan cost and who you’re paying?

Has it kept pace with your needs and advances in technology?

When was the last time your plan was objectively reviewed?

MPFG does not "sell" 401(k) plans. We help you choose 401(k) providers and implement ongoing procedures designed to maximize and maintain your 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 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.