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

Why Consider Medical Professionals?
We’ll Help You Revitalize Your Financial Pulse.

Within the medical, dental and veterinary communities of the Portland metro area, we have earned a reputation for dynamic portfolio management, momentum investing, and our own proprietary money management system. We work most effectively with those who:

  • Appreciate the inherent advantages of a boutique advisory firm.
  • Like the idea of taking a technical, proactive approach.
  • Want to understand how their investments are performing.
  • Desire a comprehensive end-to-end solution that includes wealth management and protection.
  • Like the idea of doing business with a locally owned and operated advisory firm.
  • Are intrigued by the idea of momentum investing.
  • Have interest in building a portfolio that includes investments other than traditional mutual funds.

Using our proprietary investment process, we manage costs and give you a greater degree of transparency. It’s just one more way Medical Professionals Financial Group facilitates a highly refined boutique experience.

Financial services for individuals include:

  • Personal investment solutions
  • Asset protection strategies
  • Individual retirement plans
  • Alternative investments
  • 1031 exchange
  • Estate planning
  • Personal insurance strategies

Financial services for medical and dental offices include:

  • Retirement plans
  • Executive benefits
  • Insurance planning
  • Buy/sell plans
  • Succession planning
  • Practice transfer
  • Deferred compensation plans

If you’re ready to step up to a new level of financial insight, we’re ready to empower you with the knowledge, focus, financial vehicles and expertise to take your financial portfolio to the next level. 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.