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When You May Need a Business, Management or Financial Second Opinion?
The Marcinko & Associates second opinion service is a physician-to-advisor telephone or e-mail portal that connects independent financial and business management professionals and consultants, with doctors or healthcare executives desiring affordable and unbiased financial or business advice on an as-needed, pay-per-use basis.
Medical professionals and healthcare executives can now receive direct access to us in the areas of Practice Enhancement, Investing, Financial Planning, Asset Allocation, Portfolio Management, Taxes, Insurance, Mortgage and Lending, Practice Management, Information Technology, Human Resources and Employee Benefits. To assist our doctor / healthcare executive members, we can be contracted with per-minute or per-project fees, and contacted by client phone, email or secure instant messaging.
This Marcinko & Associates service is designed to fill a growing need for medically focused financial or managerial advice that traditional consultants have not been able to serve.
For example, situations in which you could benefit from a personal financial planning second opinion include:
- You are a DIY investor. If you have been managing your own investments, it is a good idea to bring in a professional to give your portfolio a top-to-bottom review. You may discover some opportunities you have missed.
- You have been using the same financial professional since you began investing. If the second opinion matches up with your original financial professional’s advice, you may feel more confident that you are on track. If this advice is different, you will know there is a disconnect somewhere and can work to track it down.
- You do not have a relationship with a financial professional. If you have not yet partnered with a financial professional, you may not be aware of all the services and strategies available. It is important that any financial professional you choose is a good fit for your style and financial situation. An initial interview can help you assess their investment strategies, values, and principles before you become a client.
Our rich tradition of prior business, valuation and practice management second opinions and engagements:
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Our second opinion service is available for most all issues mentioned above and on this website. Here’s how easy our Marcinko & Associates second advisory opinion service usually works:
- Client e-mails us for a free consult. Many times this alone solves the concern.
- If we think there could be an issue, you can request a second opinion.
- You’ll send all review material to us via e-mail, snail mail or USPS, etc.
- We’ll give you an estimated professional price.
- You’ll sign an engagement letter.
- You’ll arrange paper or electronic payment of the retainer.
- We’ll request more info if required.
- We’ll talk on the phone.
- We’ll provide a written document, if required.
- Your final balance, if any, will be paid.
Then you’ll confidently present any changes or new strategies to your current consultants or advisors. You don’t even have to mention us.
HOW MAY WE SERVE YOU?
Contact: Ann Miller RN MHA CMP™ for all related engagement details:
Email: MarcinkoAdvisors@msn.com
© Copyright: Institute of Medical Business Advisors, Inc. All rights reserved, USA. Present to 2025
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D.E. MARCINKO & Associates, Inc 