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