Be One of the Lucky Ones

About the Book

As a specialty doctor, the general rules followed by the majority of the population may not necessarily apply. Your unique situation necessitates a higher level of planning that often doesn't follow traditional thought process. Your high income, subsequent high taxes, along with significant exposure to litigation, requires you to evaluate how best to achieve your goals. Be One of the Lucky Ones, a Specialty Doctors' Guide to Financial Freedom and Peace of Mind provides practical strategies to help you navigate this process. If you are looking to positively impact your life with a fresh approach unique to you, please read on

About the Author

Anthony C. Williams provides specialty physicians with investment strategies that result in financial freedom. He is a keynote speaker for specialists groups and teaching hospitals throughout the West. He graduated from Arizona State University Business School.
Anthony is active in Stepping Stones of Hope; a non-profit organization assisting children and families having experienced the death of a loved one. Anthony enjoys spending time with his wife, Wendy, a RN and his Weimaraner, Tempest.

Marcus E. Ortega creates financial solutions for physicians. Marc has worked with most of his clients since residency. Marc is a Chartered Financial Consultant (ChFC). He has also been distinguished by the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals® recognizing the top 5 percent of financial advisors worldwide, as one of the industries leading advisors. He lives in Gilbert, Arizona with his wife, Deidra and children, Jayden and Marcus.