Paul Smith, Cfp® Chfc® Msfs

Paul Smith, Cfp® Chfc® Msfs Email and Phone Number

Partner at Physician’s Resource Services, Specializing in Income Protection and Wealth Accumulation @ Physician's Resource Services
6500 River Place Blvd, Bldg 7
Paul Smith, Cfp® Chfc® Msfs's Location
Austin, Texas, United States, United States
Paul Smith, Cfp® Chfc® Msfs's Contact Details

Paul Smith, Cfp® Chfc® Msfs work email

Paul Smith, Cfp® Chfc® Msfs personal email

n/a
About Paul Smith, Cfp® Chfc® Msfs

As a partner at Physician’s Resource Services, I’m privileged to help physicians across the state of Texas with comprehensive financial planning and asset protection services. As a financial advisor, I hold several professional designations and licenses and have extensive experience in a number of financial disciplines. In order to stay on top of my field and provide the best possible service to my clients, I regularly attend industry training and certification programs on subjects such as investment management, insurance and estate planning.Prior to my work in the financial services industry, I graduated with a bachelor’s degree from Texas State University and went on to earn a Chartered Financial Consultant (ChFC®) designation from The American College, a Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards and, most recently, a Master of Science in Financial Services (MSFS) from The American College.In my free time, I enjoy serving on the Community Action Board for the Helping Hand Home for Children and volunteering at the Christi Center. I also enjoy spending time with my wife, Heather, and our two children. To learn more about what I do and how I may be of service to your business or family, I invite you to connect with me here on LinkedIn or visit our website at PhysiciansRS.com. Advisory services offered through PRS Investment Advisors, A Member of Advisory Services Network, LLC. Insurance products, accounting and tax preparation services offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.

Paul Smith, Cfp® Chfc® Msfs's Current Company Details
Physician's Resource Services

Physician'S Resource Services

View
Partner at Physician’s Resource Services, Specializing in Income Protection and Wealth Accumulation
6500 River Place Blvd, Bldg 7
Website:
physiciansrs.com
Employees:
13
Paul Smith, Cfp® Chfc® Msfs Work Experience Details
  • Physician'S Resource Services
    Financial Adviser And Partner
    Physician'S Resource Services Apr 2011 - Present
    We understand that the demands of a rewarding career leave you little time to plan your financial future. Here at Physician’s Resource Services, we provide personal, business and estate planning services to physicians, business owners, and their families. We help our clients crystallize their objectives and work with their accounting and legal advisors to design and implement the plans to help them achieve their insurance and financial goals. We believe that when clients understand what is important to them, it provides clarity and helps them develop the desire to achieve their goals.Our wealth management process is based on understanding your needs and developing a plan that strives to help you pursue your goals successfully. From asset protection and risk management to tax-efficient strategies and retirement/estate planning, we carefully assess and address your needs. Simply put, our goal is to help you balance your personal financial needs with your busy career.---Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC. Insurance products and services offered through Physician’s Resource Services. Advisory Services Network, LLC and Physician’s Resource Services are not affiliated.
  • Prs Investment Advisors
    Financial Advisor
    Prs Investment Advisors Jun 2019 - Present
    PRS Investment Advisors combines the expertise of professional investment management with the service and guidance of your PRS Investment Advisor. We analyze your overall investment goals, risk tolerance and liquidity needs to create the right investment portfolio allocation consisting of non-proprietary mutual funds, ETFs or separately managed account stock portfolios that are most appropriate for your investment needs. We assist in asset allocation, security selection, rebalancing and account monitoring of your investment portfolio to ensure the portfolio’s strategy remains aligned with your investment objectives.---Advisory services offered through PRS Investment Advisors, a Member of Advisory Services Network, LLC
  • Eagle Strategies, Llc
    Financial Adviser
    Eagle Strategies, Llc 2009 - Jun 2019
    New York, Ny, Us
    Through my affiliation with Eagle Strategies, LLC, a Registered Investment Adviser, I provided sophisticated wealth management services by designing customized investment solutions that addressed my clients’ unique investment objectives and risk tolerance levels. My investment experience, coupled with Eagle’s diverse team of investment experts, allowed me to provide the continuous financial guidance needed to help my clients achieve long-term financial success.
  • Emmis Austin Radio
    Account Executive
    Emmis Austin Radio Jun 2002 - Oct 2007
  • Turnquist Partners Realtors
    Realtor
    Turnquist Partners Realtors May 2000 - Jun 2002

Paul Smith, Cfp® Chfc® Msfs Skills

Estate Planning Finance Retirement Planning Insurance Retirement Investments Financial Services Strategic Planning Fixed Annuities Asset Allocation Mutual Funds Risk Management Retirement Income Strategies Wealth Transfer Strategies Asset Protection Key Person Insurance Business Exit Strategy Protection Planning/family Security Lifetime Income Strategies Business Insurance Planning Supplements To Employee Benefits Personal Finance Succession Planning Wealth Preservation Planning Buy Sell Agreements Legacy Planning Charitable Giving Multi Generational Planning

Paul Smith, Cfp® Chfc® Msfs Education Details

  • Texas State University At San Marcos
    Texas State University At San Marcos
    Psychology
  • The American College Of Financial Services
    The American College Of Financial Services
    Msfs - Master Of Science In Financial Services

Frequently Asked Questions about Paul Smith, Cfp® Chfc® Msfs

What company does Paul Smith, Cfp® Chfc® Msfs work for?

Paul Smith, Cfp® Chfc® Msfs works for Physician's Resource Services

What is Paul Smith, Cfp® Chfc® Msfs's role at the current company?

Paul Smith, Cfp® Chfc® Msfs's current role is Partner at Physician’s Resource Services, Specializing in Income Protection and Wealth Accumulation.

What is Paul Smith, Cfp® Chfc® Msfs's email address?

Paul Smith, Cfp® Chfc® Msfs's email address is pa****@****ins.net

What schools did Paul Smith, Cfp® Chfc® Msfs attend?

Paul Smith, Cfp® Chfc® Msfs attended Texas State University At San Marcos, The American College Of Financial Services.

What are some of Paul Smith, Cfp® Chfc® Msfs's interests?

Paul Smith, Cfp® Chfc® Msfs has interest in Children.

What skills is Paul Smith, Cfp® Chfc® Msfs known for?

Paul Smith, Cfp® Chfc® Msfs has skills like Estate Planning, Finance, Retirement Planning, Insurance, Retirement, Investments, Financial Services, Strategic Planning, Fixed Annuities, Asset Allocation, Mutual Funds, Risk Management.

Who are Paul Smith, Cfp® Chfc® Msfs's colleagues?

Paul Smith, Cfp® Chfc® Msfs's colleagues are Erin Anderson, Gabriela Chavez, John Jackson, Cfp®, Chfc®.

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