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

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 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

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.

Bachelor'S Degree, Psychology

Msfs - Master Of Science In Financial Services