Practicing Physicians

Whether you are just starting out or have been in practice for years, we can move you forward to your goal by helping you assess where you are compared to where you’d like to be.  Then, we will help you take the steps toward connecting the two. We can help you build a cohesive plan around your practice and family. Our services include:

  • Comprehensive insurance and portfolio analysis and implementation
  • Savings and retirement strategies
  • Wealth accumulation, protection and distribution
  • Tax advantaged strategies
  • College planning

At PRS we have specialized in working with physicians for over 20 years. Medicine has changed and will continue to change. While we don’t know where the bumps will be, we know they will happen. We will help you navigate through them.

You spend all your time helping people with their physical health. Let us help you with your financial health.

Schedule Your Complimentary Consultation Today