Investment Planning & Management For Medical Professionals
We invest and grow your money based on your values!
Investment Planning & Management For Medical Professionals
We invest and grow your money based on your values!
Invest in your future with our proactive four-step portfolio approach
Our experienced advisors will help you every step of the way
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Define your goals
We help you identify both short-term and long-term savings goals, and define the various savings buckets, so you know where you stand every step of the way.
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Set up a custom financial plan
Our investment programs are individually tailored, considering factors like time horizon, risk tolerance, taxes, values, and preferences for each client.
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Monitor your progress
We equip you with tools to help you stick to your plan and offer advice when your situation or life changes, ensuring our approach aligns with your needs and values.
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Select investment options
We simplify investing, offering solutions from DIY to portfolio coordination, including sustainable investing, ESG, and direct indexing, tailored to your needs.
Starting your investment journey begins with knowing your dreams. At PRIME, we align your finances with your life’s milestones to fulfill your future dreams.
Maximize Your Wealth with Strategic Portfolio Construction
As a doctor, you may have a typical investment portfolio, but why settle for the ordinary? By diversifying your investments, you can reduce your risk and increase your potential for financial growth. We construct portfolios that work for you. Diversified across economic sectors, company size, style, and geography.
Disclosure: Diversification and Asset Allocation are strategies designed to help manage investment risk. It does not guarantee a profit or protect against investment loss in declining markets.
How PRIME Expands Your Portfolio Diversification
Empowering you to build a better tomorrow!
Why Choose PRIME Financial Services?
Every financial journey, whether it’s the path to early retirement or the dream of owning your perfect home, begins with a vision. At PRIME, your financial dreams are our priority. We focus on your life’s goals, your available funds, and your saving habits. Our tailored approach ensures you’re not just investing, but building a future you desire.
Your Money, Your Values & Our Investment Strategy
With us you get
Better Experience
Better Partnership
Better Approach
What Our Clients Are Saying
Other Services We offer
FAQ's
Investment Management for Doctors helps them build a diversified portfolio that aligns with their goals and risk tolerance
They create personalized investment strategies for doctors based on their financial goals, objectives, and risk tolerance, and regularly monitor and adjust the portfolio to ensure alignment.
Select a fiduciary investment manager who acts in your best interest and monitors performance regularly. Review their track record and reputation.
Fees vary depending on the type of account, savings, and investment amount you select. We’re very focused on providing low-cost investment options.
Our process guides you through this decision, working with your budget, saving capacity, and goals.
We take care of all the paperwork for you. We provide a direct link to your checking account and facilitate the transfer of assets.
We meet with you at least once a year, or more often if there’s significant market movement or your circumstances change.
We don’t offer it and don’t believe it is an asset class.
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com, Prime Financial Services not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
Our representatives are licensed to offer insurance and security products in our resident state of CT, in addition to many other states. For additional licensing information please contact our office. This is not an offer or solicitation of products and/or services in states where not properly licensed and/or registered.