Shareholder Dedication that positively impacts your success Experience For more than 35 years, Marvin has been helping healthcare practices and their owners achieve their business and personal financial goals. Prior to joining Steinberg Advisors in 2009, Marvin was a managing partner of a Chicago-area accounting firm for 15 years. As Director of Healthcare Consulting and Practice Management Services for Steinberg Advisors, Marvin provides tax, accounting, practice consulting and financial planning services that help clients achieve and enjoy financial security. Expertise Because he has worked with hundreds of office-based and hospital-based physician and dental practices, Marvin has a thorough understanding of the issues and challenges involved in starting up, growing and managing a profitable practice. He is highly effective at helping clients identify ways to reduce taxes, increase efficiency, control costs and negotiate managed care contracts. As a certified Personal Financial Specialist, he is especially proficient at assisting clients in developing a comprehensive financial plan that includes risk management, estate planning, retirement planning and succession planning. Approach Marvin believes in hands-on, high-involvement client service characterized by attentive listening and a genuine concern for increasing the business and personal success of his clients. Before providing advice, he forms a thorough understanding of a client's needs, goals and capabilities. He then tailors his services to the client's specific situation, while always looking for ways to improve it. His goal is to form a personal relationship with clients by staying in touch and always being available to answer questions, address issues, and discuss new developments and opportunities. Involvements
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