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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

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Social Security: The \$64,000 Question

Social Security: The \$64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

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

Saving for Retirement

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

Self-Employed Retirement Plans

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

What Is My Current Net Worth?

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

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Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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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Safeguard Your Digital Estate

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

When Do You Need a Will?

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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