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Your Advocate Protecting Healthcare Providers Strengthening Your Future A Team of Experts

Who We Are


Our team dedicates their expertise to helping you find the best solution for your situation

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What We Provide


While connecting patients to healthcare services, we help medical organizations recover lost revenue.

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How We Work


Our mission is to serve as an advocate on behalf of medical providers, patients, and their families.

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Your Advocate for Healthcare Reimbursement Options

Whether you are a caregiver or care seeker, Healthcare Resource Services, LLC makes it easier to connect to the services you need. We are a proven leader in identifying and delivering sophisticated financial strategies, and we specialize in helping people simplify the complexities of their financial life. Our team of experts brings the highest-level of professionalism, compassion, and knowledge needed to achieve your goals.

As your partner, we believe our continued commitment to integrity, honesty, and confidentiality is critical to sustaining your confidence in our partnership. It is a legacy that we are proud to continue each and every day. We guarantee our services will give you peace of mind as you continue caring for your loved ones.

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Systematic Withdrawals in Retirement

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This questionnaire will help determine your tolerance for investment risk.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Keys to Investing for Retirement

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The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Saving for College 101

Here’s a crash course on saving for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Estate Management 101

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

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