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Retirement Planning Services For Medical Professionals

PRIME makes retirement planning easy!

Let's get started with a free consultation

Retirement Planning Services For Medical Professionals

PRIME makes retirement planning easy!

Let's get started with a free consultation

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.

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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!

Schedule a FREE consultation

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.

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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!

Book a FREE consultation now

What Our Clients Are Saying

Emergency Physician, CA

“I have been with PRIME since my residency, and first met them at their seminar. I was surprised that they were even better in person than they were during the presentation. This was not usually true with all the vendors we had come to the hospital. With that said, they’ve always been there for me from the beginning. Now I have a family, a crazy shift schedule, and a busy life and we are very happy that we have this relationship”. -

Executive Technology Consultant, NJ

“Howard, Jason, and the PRIME team are always honest and very quick to respond. Whenever I’ve needed them to help with something, big or small I always feel comfort that they are there”.

-Pediatrician, CT

“Prime is always very comforting and detailed with my financial planning. Whether it’s guidance with my tax planning, or laying out a financial path, they are always listening and building our wishes. They have helped me build a successful practice while also supporting our own individual financial goals for over 15 years”.

-Medical Director, NY

individual financial goals for over 15 years”. -Pediatrician, CT “Jason is always ready and willing to help with some very useful advice. The team always finds a way to ease my concerns in a quick manner. My husband and I like to interact quite a bit with them, and they always respond quickly. While I am sure that Jason is very busy, he and the team always make us feel like they have all the time in the world just for us”.

Other Services We offer

Debt Planning

Debt Planning

We’ll help you tackle the root problems of your debt by analyzing all aspects of your financial situation. We’ll craft a debt management plan with a repayment strategy that fits with your other long-term goals and improves your credit score.

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Insurance Services

Insurance Services

As a doctor, you deserve the best protection! Let us help you with our specialized insurance plans that cover all three types of risks: Life, Disability, and Long-Term Care.

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Retirement Services

Retirement Services

PRIME simplifies retirement planning for doctors with customized guidance and real-time tracking to ensure your plan aligns with your financial goals. We can help you answer that ever-so-present question: “How much do I need?”

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Investment Planning

Investment Planning

Investing isn’t always about how much you have in your account. It should be about having the money available when you need it. We help physicians invest by building personalized investment programs based on their time horizon, risk tolerance, tax situation, and preferences.

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Tax Planning

Tax Planning

For more than 65 years, PRIME has provided tax planning services to physicians. We understand your unique needs as a resident, fellow, hospital administrator, or private practice owner.
Learn More

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.

Roth IRAs are a great way to save for retirement and build a tax-free income. However, depending on your income and other factors, you may not qualify for one. Additionally, there are limits on annual contribution amounts.

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

Inflation will make the cost of living in retirement more expensive. If you have a balanced investment program, your assets should grow over time.

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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.