Financial Services for Medical Professionals

You dedicate your life to helping patients with their physical health. Let us help you with your financial health.

Link to: Insurance

Insurance

Many physicians are stretched thin. PRS helps you secure the coverage you need to protect your health and income, so you can prioritize your patients.

Link to: Tax

Tax Services

Understanding your tax situation is complicated when you’re focused on patient care. PRS makes tax prep manageable with our robust strategies.

Link to: Financial Planning

Financial Planning

Physicians spend many years honing their practice. PRS’s wealth management services ensure you can transition into practice with good financial standing.

Link to: Investment Management

Investment Management

Investing wisely and building a solid portfolio is easier with PRS’s financial advice. We learn your short- and long-term goals to help you diversify your assets.

We’re Devoted To Supporting Physicians at Every Step

Residents and Fellows

Preparing for practice is a major commitment. You’ve invested so much in your future, which is why it’s essential to protect your earning potential with sound financial planning and comprehensive insurance coverage. PRS can help you navigate the financial and insurance landscape confidently.

How We Help Residents & Fellows

GME Programs

Growing and protecting your wealth is challenging as a physician in training with student debt. PRS makes finding your footing easier with our educational seminars and workshops. We help you devise strategies for debt management, retirement planning, tax prep, and more. Our resources are high-quality and tailored to you.

How We Assist GME Programs

Practicing Physicians

No matter how far you are in your healthcare career, protecting your wealth is critical. PRS helps you maximize your assets and ensure the integrity of your estate with detailed consultative services. We project your cash flow and optimize your retirement planning and tax savings.

How We Support Physicians

What Drives Our Team

When you’re providing for your family and caring for patients, it’s easy to lose other important responsibilities in the shuffle. PRS is here with the solutions you need to feel confident and secure in your personal and professional life. Hear from Managing Director Richard Cunningham about what inspires our team to do everything they can to help you realize your ambitions.

Learn More About Us

  • Giving Time Back to You

    Medical professionals spend a third of their lives becoming specialists and have to spend thousands of dollars to get there. PRS collaborates with you to navigate your financial situation and address issues with solutions built around your vision for the future. We do the research and the busywork so you don’t have to.

  • Protecting Your Potential

    Many financial and medical challenges crop up throughout your healthcare career. With proper financial planning and complete insurance coverage, you can protect your ability to earn income and realize your full earning potential. PRS secures the insurance policies and develops the strategies you need to gain clarity and peace of mind.

  • Sharing the Burden

    You don’t need to plan for everything on your own. Providing care is a full-time commitment, and it’s easy for other obligations to fall to the wayside. PRS can pick up the slack by providing tools, resources, and advice designed with your success in mind. We communicate with you directly to learn about your plans and create effective financial strategies.

Explore Our Extensive Resources

Link to: Defining DI

Defining Disability Insurance

Link to: Physician Wellness

Physician Wellness

Our Guiding Principles

Meet the Team

  • Better Planning

  • With strategic financial planning, you spend less time planning for success and more time enjoying the end result.

  • Better Doctors

  • We save you time by providing comprehensive insurance, tax, and investment planning services, so you can spend more time developing your expertise.

  • Better Families

  • By reducing your financial burden, we give you more freedom to be there for your family and friends. You can enjoy your professional and personal successes.

Schedule A Consult

There’s nothing like having a team of consultants at your disposal. PRS is ready to learn your financial goals and chart a clear path towards them.

Speak With a Professional

Who We Help

PRS is devoted to the continued education of physicians nationwide. We serve residents, fellows, and practicing professionals with outstanding resources.

Find My Path

The Patient Physician Podcast

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