Marcus and Shaun have a national financial advising practice that caters almost exclusively to physicians and medical professionals. No different than physicians or dentists who subspecialize in a particular area of study, Marcus and Shaun are true experts in the needs of their client base and keep abreast of the topics facing them on a daily basis. Between the two, Marcus and Shaun have assisted thousands of young physicians to get on the path to financial independence. Shaun has been working with physicians and their families since 1990 and has consistently been recognized by Medical Economics as one of the top 150 Financial Advisors for Physicians (2010-2013). Both Marcus and Shaun are members of the Million Dollar Round Table which recognizes the top 5-7% of Financial Advisors worldwide. Shaun and Michael have devoted their time to speaking, writing, and educating medical professionals in all aspects of a comprehensive final strategy.Shaun and Michael have devoted their time to speaking, writing, and educating medical professionals in all aspects of a comprehensive final strategy.
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