Our Planning Process

Physician's Resource Services is a catalyst in the financial process. We are committed to developing strong, long-term relationships with clients and their families, businesses and advisors by providing the best possible service with the highest level of integrity.

We primarily provide personal, business and estate planning strategies to physicians, business owners, and their families. We help clients crystalize their objectives and work with their accounting and legal advisors to design and implement the plans to help them achieve their insurance and financial goals.

Our planning process is designed to help our clients understand their current situation compared to where they want to be. We believe that when clients understand what is important to them, it provides clarity and helps them develop the desire to achieve their goals.

*Neither New York Life Insurance Company nor any of its affiliates or agents provide tax or legal advice.