Physician's Resource Services

Physician's Resource Services Physician’s Resource Services is a financial services firm based in Austin, TX. We are dedicated to h

We understand that the demands of a rewarding career leave you little time to plan your financial future. Here at Physician’s Resource Services, we provide personal, business and estate planning services to physicians, business owners, and their families. We help our clients crystallize their objectives and work with their accounting and legal advisors to design and implement the plans to help the

m achieve their insurance and financial goals. We believe that when clients understand what is important to them, it provides clarity and helps them develop the desire to achieve their goals. Our wealth management process is based on understanding your needs and developing a plan that strives to help you pursue your goals successfully. From asset protection and risk management to tax efficient strategies and retirement/estate planning, we carefully assess and address your needs. Simply put, our goal is to help you balance your personal financial needs with your busy career. Austin Location:
6200 Bridge Point Parkway, Bldg IV, Suite 300
Austin, TX 78730
Phone: (512) 329-4262

Houston Location:
6414 Fannin, Suite G-115
Houston, TX 77030
Phone: (713) 522-5313

Congrats to our own , for passing the six-hour-long CFP exam! She celebrated this milestone accomplishment by getting ou...
07/29/2026

Congrats to our own , for passing the six-hour-long CFP exam! She celebrated this milestone accomplishment by getting out in nature with the family.

"I’m so grateful to be part of our PRS clients’ journeys and excited to continue supporting our team and clients with even more knowledge and confidence." -Ana Lin

"Dying intestate" is a phrase that sounds vaguely like a medical condition and is actually what happens when you don't h...
07/29/2026

"Dying intestate" is a phrase that sounds vaguely like a medical condition and is actually what happens when you don't have an estate plan. The state then writes one for you, and their version isn’t known for its personal touch or tax efficiency. Spouse, kids, practice, assets, the dog: all of it gets sorted by a default template nobody in your life chose.

PRS works through the document side of estate planning, so the version that exists is the one you'd actually want: https://physiciansrs.com/financial-planning/estate-planning/


https://physiciansrs.com/financial-planning/estate-planning/

Long-term care insurance occupies a special category of financial planning:✔️ Not urgent today✔️ Not fun to think about✔...
07/27/2026

Long-term care insurance occupies a special category of financial planning:

✔️ Not urgent today
✔️ Not fun to think about
✔️ Easy to postpone until "future me" handles it

The problem is that future you may not get the same options, pricing, or eligibility that current you enjoys.

Physicians see the realities of long-term care every day. Yet many are just as likely as everyone else to push planning for it to a later chapter.
Turns out "I'll deal with that someday" isn't actually a strategy.

PRS helps doctors evaluate long-term care coverage while it's still a planning decision—not a reaction to changing health circumstances: https://physiciansrs.com/insurance/long-term-care-insurance/



Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Advisory
https://physiciansrs.com/insurance/long-term-care-insurance/

Don’t look so shocked. Tax prep is what happens in April. Tax planning is what should have happened the previous summer,...
07/22/2026

Don’t look so shocked. Tax prep is what happens in April. Tax planning is what should have happened the previous summer, fall, and winter to make April less painful.

Physicians who only think about taxes when the forms show up tend to overpay — sometimes substantially.
Learn more about how PRS can help on the planning side: https://physiciansrs.com/tax/tax-planning/



The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.

Advisory
https://physiciansrs.com/tax/tax-planning/

Physicians in the prime of youth and vigor often delay disability insurance for the very reason that makes it the cheape...
07/20/2026

Physicians in the prime of youth and vigor often delay disability insurance for the very reason that makes it the cheapest: nothing is wrong yet.

Reality, unfortunately, doesn't reward waiting. Health changes, rates go up, and the conditions you didn't have at 30 can absolutely disqualify policies at 38.

PRS works with physicians to get covered while the window is still wide open: https://physiciansrs.com/insurance/disability-insurance/



Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Advisory
https://physiciansrs.com/insurance/disability-insurance/

Physicians have a debt-to-income ratio that makes traditional lenders nervous and a career trajectory that makes physici...
07/15/2026

Physicians have a debt-to-income ratio that makes traditional lenders nervous and a career trajectory that makes physician-specific lenders very interested.

The result: physician loans exist, and they work differently from conventional mortgages in ways that are worth understanding before signing 30 years of paperwork.

PRS breaks down what the differences actually are here: https://physiciansrs.
https://physiciansrs.com/physician-loan-vs-conventional-mortgage/

You break a leg. Out for three months. Your personal disability policy kicks in and covers your income. Great.Meanwhile,...
07/13/2026

You break a leg. Out for three months. Your personal disability policy kicks in and covers your income. Great.

Meanwhile, back at the practice, the rent and payroll are still due, and the equipment leasing company would also like a word.
Business overhead insurance exists for the half of the picture personal disability doesn't touch. PRS helps physician-owners cover both: https://physiciansrs.com/insurance/business-overhead-insurance/



Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Advisory
https://physiciansrs.com/insurance/business-overhead-insurance/

That's a wrap on the 2026 GME orientation season! It's always great connecting with the incredible GME team and partners...
07/08/2026

That's a wrap on the 2026 GME orientation season! It's always great connecting with the incredible GME team and partners on the and campuses.

After years of working closely with the UT MD Anderson GME office, PRS was excited to roll out the GSI program benefit at this year’s orientation. Implementing this program was especially meaningful for PRS founder , who was treated for leukemia in 2002-2003 by the wonderful doctors. 🙏

We are honored to walk alongside and advise physicians throughout every stage of their professional and personal lives.

And the $25,000 whole life policy your grandmother bought when you were three was a sweet gesture. But it’s not a financ...
07/08/2026

And the $25,000 whole life policy your grandmother bought when you were three was a sweet gesture. But it’s not a financial plan.

Physicians tend to leave life insurance on autopilot for decades — same policy, same coverage amount, no updates — while their actual life keeps changing.

PRS takes a fresh look at whether the coverage still matches the life it's supposed to protect: https://physiciansrs.com/insurance/life-insurance/


Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

Advisory
https://bit.ly/3ToqNu5

Address

6500 River Place Boulevard, Bldg 7, Suite 250
Austin, TX
78730

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15123346200

Website

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