PRS, Inc. approaches financial planning holistically, with a team of experts in Pensions, Investments, Insurance, Social Security, Taxation, and Estate Planning. We deliver excellence to each client through a personalized approach from career infancy to retirement and beyond.

Creative business people in modern office

In the complex world of finance, it’s easy to become fixated on immediate numbers and lose sight of the bigger picture:

What are you working toward, and how can a financial plan help you get there?

Public Retirement Solutions, Inc. (PRS, Inc.) believes thoughtful, individualized planning can help you create a life that you enjoy. Our approach is centered around maintaining relationships that span generations and taking a holistic approach to your retirement needs. From our initial consultation, we want to know what truly matters to you. Once we've established your goals, we'll develop a customized strategy designed to give you your best life.

Beyond your initial plan, we're here to provide guidance for all aspects of your financial picture. By working together to improve your financial wellness, we aim to have a positive impact on you and your loved ones' lives.

Our Core Values

Knowledge


Use our range of skills, education, and industry experience to provide you with informed financial direction. 

Support


Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.

Integrity


Our role as your trusted financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.

Learn more about us

Our Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Tax Planning

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.

Ready to see how we can help bring you closer to your goals?

Schedule a meeting to get started.

Contact us