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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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Helpful Content

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Bucket Plan to Go with Your Bucket List

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.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

 

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Net Worth?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Your Cash Flow Statement

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

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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