Medical Professionals face a unique set of challenges in creating their own economic freedom. Many financial advisors make the same recommendations to doctors and dentists that they give to other small business owners. Because we understand how medical practitioners differ, the professionals at Rx Financial Security provide recommendations tailored to your unique professional and personal situation.

With just a small investment of your time,
we work with you to create a sound, flexible plan…
your best prescription for helping achieve your financial goals.

The ways you spend and the ways you save are key to helping achieve Financial Freedom.

Rx Financial Security provides a comprehensive strategy that is designed to help maximize your capital accumulation and proactively help plan for your individual capital distribution needs.

Our collective goal is what we call “Critical Capital Mass”. Simply put, this means accumulating sufficient savings to enjoy your life and the lifestyle you aspire to…now and in the future. Understanding, and planning based on critical capital mass can help allow you to do more
to protect and grow your assets with confidence.

Critical Capital Mass

This illustration is hypothetical and there is no guarantee  that similar results can be achieved.