Dental and Medical Practitioners
Boutique Services for Dentists and Medical Practitioners
Our team is proud to serve the dental and medical communities, who make such a tremendous impact in the lives of others.
From Student or Resident To Practitioner
As current students or residents, our team helps individuals create plans to manage their debt, assess their new level of income, and protect their future earnings. We understand every new practitioner has unique financial circumstances and aspirations for their career, and practitioners with families may have even more significant financial goals.
Long-term Disability Income Insurance for Dentists
Long-term Disability Income Insurance for Physicians
Student-Loan and Debt Management for Medical Practitioners
Goal Setting and Financial Planning for Medical Practitioners
Our planning process is guided by the financial goals of individuals and families alike. It’s designed to help navigate the many challenges of transitioning from school or residency, to becoming a practitioner.
From Practitioner To Business Owner
Practitioners who own their dental or medical practice often have limited time to plan for all of the financial needs of their business. It may be too time consuming for a practitioner to prepare a plan by themselves, so we consider our business clients partners throughout the planning process. They provide the medical expertise and information that’s relevant to their business, and we provide the financial knowledge to help meet their business goals.
Providing for Business Needs
Providing for Employee Needs
Planning for Personal Needs
We assist business owners in planning for the needs of their business, family and employees to help ensure everyone benefits from any financial planning solutions.
Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC Member SIPC (www.SIPC.org) Supervisory address: 5885 Meadows Road, Suite 850 Lake Oswego, Oregon 97035. (503) 221-1211. Portland Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Edward Lebold is licensed to sell insurance products to AZ, AK, CA, CO, DC, ID, IA, LA, KS, MD, MI, MN, MT, NE, NY, OH, OR, SC, TX, VA, VT, WA. Edward Lebold, Domiciled in OR, CA Insurance Lic. #OC97700. Edward Lebold is licensed to sell securities to AK, AZ, CA, CO, DC, HI, MN, MT, OR, TX, UT, WA, WI.
Morgan Sund is licensed to sell insurance products to AZ, CA, CO, MT, NC, OR, SD, VT & WA. Morgan Sund, Domiciled in OR, CA Insurance Lic. #0I74548. Morgan Sund is licensed to sell securities to CA, NE, OR, TX & WA.
We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business. Check the background of your financial professional on FINRA's BrokerCheck.
CRN202511-3304430