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Services for Physicians

Lake Oswego Wealth Strategies specializes in assisting residents, fellows and attending physicians plan their financial future. We educate our clients about financial concepts and products and help take the mystery out of student loan repayment, preserving wealth, preparing for retirement and insurance policies. When we work together, we will help you identify your goals, get organized, create an action plan, and put you in the best possible position for success. Let us help you get your finances in order, as you transition from school or residency to becoming a practitioner. 
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Student Loan
Repayment Planning

Income Protection

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Retirement Planning

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Life Insurance

Are you interested in having our financial representatives host a dinner with you and your group to discuss these topics in more depth? Please email Jessica Banuelos at Jbanuelos@financialguide.com to coordinate.

Office Hours:

Monday-Friday

8:00-5:00pm

Lake Oswego Wealth Strategies

5885 Meadows Rd. Suite 850

Lake Oswego, OR 97035

T (503) 221-1211

(503) 221-0493

Thanks for reaching out!

Contact Us

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC., member SIPC. (www.SIPC.org) Supervisory address: 5885 Meadows Rd., Suite 850, Lake Oswego, OR 97035. (503) 221-1211. Lake Oswego Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

 

Lake Oswego Wealth Strategies is licensed to sell insurance in: AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, MD, MI, MS, MT, NE, NC, NV, OH, OR, PA, TN, TX, UT, VA, WA and securities in AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MN, MO, MT, MS, NC, NJ, NM, NV, OR, PA, TX, VA, WA

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View our Privacy Policy. Check the background of MML Investors Services, LLC on FINRA's BrokerCheck.

CRN202507-7060048

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