Retirement Planning Services For Medical Professionals
PRIME makes retirement planning easy!
Retirement Planning Services For Medical Professionals
PRIME makes retirement planning easy!
Life should only get better, we can help you save for it.
We understand the challenges and opportunities that concern medical professionals about retirement planning. Retirement is a big step, and we’re here to help you make it a rewarding onethrough our individualized solutions and relational services.
Take the stress out of retirement planning with PRIME
Retirement planning is a necessary part of your professional and personal growth.
At PRIME, we can tailor a comprehensive management plan to help you reach your retirement goals.
Our Four-Step Path to a Secure Your Future
Get Visibility
Prepare for your post-retirement life by getting a complete picture of your financial future, and saving needs.
Get Custom Solutions
We'll assess your financial situation, lifestyle, and work environment to determine suitable options for you.
Get More Organized
Our financial management software helps you organize your financial accounts and understand the benefits related to your occupation.
Get the guidance you need
One of our popular programs focuses on creating tax-free income for the future based on your saving potential.
Let us help you plan the next phase of your life!
Why PRIME?
Retirement is a significant financial and emotional milestone. It is more than an arithmetic problem; it’s about envisioning what your days may look like, and how your spending will likely change during your retirement years. With our systematic savings program, you can customize a budget and save automatically each month without worry.
Whether you’re planning, transitioning, or already retired, Prime is here to help You envision your future and make the most of your retirement years.
Confidently Take Charge of Your Retirement
With us, You Will
Our Four-Step Path to a Secure Your Future
Get insights on retirement planning, saving & spending
Figure out your lifestyle costs and make a smart spending plan
Get access to custom tools for your goal setting and progress tracking
Maximize your cash flow, purchasing power, and overall wealth
Minimize your taxes and drawdowns
Our Advisors will help you find the clarity, confidence, and direction you need!
What Our Clients Are Saying
Other Services We offer
FAQ's
A good retirement plan for doctors depends on several factors, such as when you will retire, what lifestyle you want, and how your savings are structured. We work with each client individually to solve this.
Consider increasing your retirement savings. If possible, work part-time in retirement or delay your retirement age. We have a lot of ideas to help you have a stress-free and secure future with retirement plan options for doctors and healthcare professionals. Contact us
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.