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By: http://www.MarcinkoAssociates.com
Your medical practice. Your personal goals. Your financial plan. Our experienced confirmation guide.
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When you know exactly where you are today, have a vision of where you want to be tomorrow, and have trusted counsel at your side, you have already achieved so much success. Marcinko Associates works to keep you at that level of confidence every day. We use a comprehensive economic process to uncover what’s most important to you and then develop a financial strategy that gives you the highest probability of achieving your monetary goals.
We assess, plan, and opine for your success
To accurately see where you are today, chart a strategic path to your goals and help you make the most informed decisions to keep you on financial track, our key services for physicians and high net worth medical clients include:
- Investment Portfolio Review
- Fee, Charge and Cost Review
- Comprehensive Financial Planning
- Insurance Reviews
- Estate Planning
- Investment and Asset Management Second Opinions
We take a deep dive into your financial retirement plans
Physicians and dental employers now have options for how to design and deliver retirement benefits and we can help you make the best choice for your healthcare business. Our services for retirement plans include:
- Fee, Charges & Fiduciary Review
- Portfolio Analysis
- Single Employer Retirement Plan Advisory
- Retirement Plans Risk Analysis
- Capital Funding and Financing
- Business Planning and Practice Valuations
- Career Development
- and more!
We take a broad and balanced look at your financial life life
We coordinate our recommendations with your other advisors, including attorneys, accountants, insurance professionals and others, to ensure each decision is consistent with your goals and overall strategy. For example, through our partnerships we offer physician colleagues deeper expanded advisory services, like:
- Estate, Gift, and Trust Planning
- Tax Planning and Compliance
- Medical or Dental Practice Worth
- Business Succession Planning
- Practice Exit Planning
- Transaction Advisory Services
- and more!
CONTACT US TODAY: Ann Miller RN MHA at: MarcinkoAdvisors@outlook.com
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Fiduciary Financial Colleagues Advising Medical Colleagues … in Turbulent Times!
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