Who We Are
Our team dedicates their expertise to helping you find the best solution for your situation
Learn MoreWhat We Provide
While connecting patients to healthcare services, we help medical organizations recover lost revenue.
Learn MoreHow We Work
Our mission is to serve as an advocate on behalf of medical providers, patients, and their families.
Learn MoreYour 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 UsHelpful Content
Building Your Legacy
A four-step framework for building a personal legacy.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.