Your financial needs are continuously changing.
Count on Mackenzie Martin to help you make smart, informed decisions.

Services include:

  • Complimentary financial planning session
  • Cash flow and debt management
  • Investment portfolio design
  • Insurance for disability, life and long-term care
  • College and retirement funding strategies
  • Estate planning strategies
  • Business protection and succession strategies

► Download New Client Paperwork >

► To reach Mackenzie, call 503-697-0817 or email mmartin@medicalpfg.com.

► Meeting with Mackenzie martin? Please make sure to print our Directions to Medical Professionals Financial Group >

Schedule an Appointment with Mackenzie >

We are normally booked 3-4 weeks out for appointments. If you urgently need to come in, please contact our office and we will do our best to accommodate.

 

CONTACT US

Phone: 503-697-0817
Fax: 503-697-1526

Email: tcaudle@prmnorthwest.com

310 N. State Street, Suite 206, Lake Oswego, OR 97034