Broker Check

Company Name - City, State

Call Us: (855) 897-0828

 
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

Learn More

What We Provide


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

Learn More

How We Work


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

Learn More

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.

Contact Us

Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

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

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos arrow