Financial Goal Planning for Your Personal Journey
Creating and achieving investment goals is a pressing concern for physicians everywhere. PRS’s financial professionals help you realize your short-term and long-term financial goals.
Link to: Schedule A Consult
Schedule A Consult
The PRS team is equipped with the tools you need to improve your financial standing. Request a meeting with one of our advisors.
Link to: Who We Help
Who We Help
Whether you’re transitioning from resident to practice or preparing for retirement, PRS is ready to assist you.
Follow a manual added link
View Our Resources
PRS is dedicated to promoting the health, wellness, and education of physicians around the country. Explore our in-depth resource catalog.
We Help You Define Your Investment Goals
A focused financial plan keeps physicians in control of their well-being. When medical professionals start saving early and set aside the time and resources to outline their short-term and long-term goals, they’re better suited to handle student loan debt, prepare for retirement, and secure their estate.
Physician’s Resource Services helps medical professionals set their financial goals and create an actionable investment plan. We make sure you understand the risks and benefits of your investment goals, explore your risk tolerance, and keep you on track to see your projects through. Saving money and building an effective investment plan is a detailed and personal journey. There are many CERTIFIED FINANCIAL PLANNER™* certificants at PRS who understand that no two strategies are the same.
Our financial goal planning services include:
- Creating short- and long-term goals
- Establishing a time horizon for investment
- Building and implementing a custom plan of action
- Reviewing your investment plan to ensure progress toward your goals
Financial Tools for Your Success
Physician’s Resource Services supports you with robust financial strategies to help you achieve your objectives. Whether you want to build an investment plan from the ground up or modify an existing process, we have you covered.
When you meet with our team, we learn about your situation and your plans for the future. We help you define how much money you need for successful asset management planning and building a healthy financial portfolio of stock assets and bonds.
Attentive Financial Monitoring
Once our team has helped you implement an investment strategy, we update you on your portfolio and review your progress. Our advisors are happy to assist if you want to revise your goals or ask a few questions.
These progress statements occur regularly, but it’s imperative to reach out to the PRS team when there’s a significant change in your life that may affect your financial outlook. Consult with us if you’ve received a job promotion, purchased a home, gotten divorced, or welcomed a child to the family.
How We Perform Investment Risk Tolerance Assessments
Risk tolerance is the amount of risk you’re willing to take to achieve your short-term and long-term financial goals. If you plan to purchase stocks, bonds, exchange-traded funds (ETFs), or mutual funds, it’s essential to understand that you could lose the money you invest.
PRS makes asset investment planning (AIP) and asset allocation less stressful by assessing your risk tolerance and providing a complete picture of the advantages and disadvantages of high-risk assets, including stocks, bonds, and lower-risk ventures. We provide a level of service that maximizes your comfort and your efforts to expand and protect your wealth.
Set Clear Financial Goals With Our Team
Creating short- and long-term financial goals and sticking with them requires a commitment many doctors don’t have the time or energy to pursue. PRS helps you see your projects through by building and implementing custom plans of action.
Comprehensive Asset Investment Planning
PRS uses industry-leading strategies and ample financial experience to guide physicians toward achieving their investment goals. Our investment plans are personalized to help you navigate the complexities of risk and return while respecting your tolerance and capacity. The investment landscape may seem treacherous, but our team is here to clear the path as much as possible.
PRS is a fiduciary partner that works in your best interest. We handle your asset allocation and monitor your progress toward your financial objectives. We also propose a mix of investments, from bonds and stocks to annuities, and meet with you regularly to keep you on track for success. Our professionals explore your current assets and implement strategies to grow your wealth with a prosperous future in mind.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Schedule A Consult
Every successful investment strategy needs reasonable goals. PRS supports doctors with excellent asset management planning tools and resources.
Who We Help
PRS is dedicated to providing the solutions doctors need to overcome financial hardship and pursue their vision for the future. Learn more about who we help.
