Financial Planning for Veterinary Professionals

You provide excellent care for a diverse group of patients, applying years of training and experience to serve your patients. financial-planning-for-veterinary-professionalsThe guidance you provide about health and wellness care is crucial to the wellbeing of the animals in your practice. Don’t you deserve a guide to help you make personal and business decisions? Here at Medical Professionals Financial Group, we understand the unique challenges of veterinary medicine – from debt management and business development to key employee retention and business transition strategies. Whether you are buying or selling a practice, or just need guidance with day-to-day financial decisions, let us be your guide. Don’t make costly mistakes or lose your limited and valuable time navigating financial choices alone. We are currently the affiliate financial advisor for the Washington State Veterinary Medical Association and the Portland Veterinary Medical Association, and a community partner with the Oregon Veterinary Medical Association. We offer discounts on financial planning services to association members.

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

CONTACT US

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

Email: tcaudle@prmnorthwest.com

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