High-Quality Financial Services for Practicing Physicians
The road to financial clarity and peace of mind is easier with a team of consultative professionals on your side.
It’s never too late to find the support you need to achieve your personal, professional, and financial goals. Whether you’re just starting out or already established in medical practice, Physician’s Resource Services provides high-quality services that expand your wealth and ensure long-term financial stability. We learn your situation and build strategies to address your unique challenges. Once we understand where you are and where you want to be, we can offer guidance that aligns with your ambitions.
Our solutions support better planning, better doctors, and better families. We assist you with:
Medical professionals are high earners but struggle to find the free time to oversee their investments. PRS helps you expand your wealth with effective investment planning strategies. Our solutions match your short- and long-term goals, and our financial advisors are available year-round to provide all the knowledge and resources you need to strengthen your portfolio.
We determine your risk tolerance and recommend stocks and bonds that suit your tolerance. From initial goal planning to allocation analysis and ongoing monitoring, our options perfect your mix of assets.
Refining your tax structure and understanding your situation is essential to creating a successful medical practice. PRS specializes in business tax consulting services. From planning to preparation, our proactive strategies reduce your liability and maximize your tax savings. We analyze options for modifying your financial plan and gain a complete picture of the impact of your decisions. Our team also keeps up with tax law to make sure your tax season is predictable.
Whether you’re a sole proprietorship or corporation, we understand the financial landscape and can guide you through the tax process confidently. Do you want to protect your retirement funds from unexpected taxation? Our team is ready to help.
A productive medical career is a great accomplishment. Physician’s Resource Services ensures you make the most of your hard-earned assets with financial solutions that expand your wealth and strengthen your estate.
If you don’t practice sound financial planning throughout your career, you may not have enough money saved to enjoy retirement. PRS understands that practicing medicine is as time-consuming as it is rewarding. We provide the tools and guidance physicians need to catch up with their savings while they continue to care for patients. We address your retirement goals and help you understand your options so you stay productive as you near retirement.
There are always ways to save money as a physician. PRS’s experienced retirement planning consultants help you establish and contribute to programs that match your goals. We reduce confusion and stress and lead you on a straightforward path to financial comfort. Our team evaluates your eligibility for all varieties of savings accounts, including:
Many medical professionals must provide for their families while paying back medical school debt. Physician disability income insurance is long-term coverage that ensures you’re able to earn even if you’re injured or ill. PRS helps you qualify for coverage that supports your long-term financial stability. Our policies are tailored to your situation, and should anything change, we modify your plan with riders and options to suit your lifestyle.