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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

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

 

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Universal Life Insurance

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

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.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

5 Smart Investing Principles

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

An Inside Look at Retirement Living

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

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.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Are Alternative Investments Right for You?

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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