Finity Group Financial Planning For Physicians Updates Website

Finity Group LLC offers up-to-date information on their website. The financial planning information is focused on the needs of medical professionals.

Portland OR – May 7, 2018 —

Finity Group, LLC, and Senior Partner Michael Merrill are pleased to announce the release of their latest website information. The company focuses on financial planning for medical professionals. Advisors at Finity Group provide wealth management and strategic financial planning for physicians through an independent structure. Finity Group believes in providing the highest level of service to each client they work with. Their core values (trust, integrity and service) are the foundation of every client relationship. Some of the specific services they offer include comprehensive financial planning, investment advice and management, retirement planning, risk management, insurance planning, and debt management.

The level of financial planning doctors require is greater than most situations. This is due to the inherent challenges doctors face, such as, high student loan debt balances, starting to save for retirement later in life due to extended education and training requirements, higher liability due to malpractice claims, and a high tax burden due to the higher income potential. The Advisors at Finity Group have the knowledge and experience to help doctors find purpose in their financial goals and identify appropriate financial vehicles and strategies to accomplish them.

Finity Group advisors believe that financial planning is a deliberate process which is carried out over time. At the core of their planning process, Finity Group advisors identify the various factors influencing the client’s financial environment to ensure that the plan works in a cohesive manner and remains aligned with the designated objectives and goals. Financial strategies commonly used include carefully layering risk management, wealth management, and asset protection in a tax efficient manner.

Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through registered representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Finity Group, LLC and Cambridge are not affiliated. 

A representative of Finity Group commented “As of 2018, Finity Group’s advisors are registered in all 50 states with over 5,000 physician clients across the country that have entrusted us with their important financial decisions. Since 2011 our team has over doubled in size, comprised of 40 of the finest men and women you’ll find in our industry. Finity continues to grow, but one thing will never change; our clients always come first.”

Contact Info:
Name: Michael F. Merrill, CFP®, CLU®, ChFC®
Organization: Finity Group LLC
Address: 4380 SW Macadam Avenue Suite 245, Portland OR 97239
Phone: (503) 841-5840

For more information, please visit https://www.thefinitygroup.com/

Release ID: 341183