Our Story.

HSC Financial Services was founded in 2015 as a financial planning firm, serving both employed and independently practicing physicians. Since then, it has been licensed to operate an insurance agency and registered investment advisor (RIA). While clients remain free to implement their financial plan elsewhere, they are also welcome to take advantage of our independent, personalized, and affordable services.

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Since financial circumstances may change rapidly and unpredictably, we must prepare ourselves to adapt to them promptly and appropriately. 

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Independent

HSC Financial Services is NOT affiliated with outside entities.  It remains objective and committed to acting your best interest. Our financial services concentrate on COLLABORATIVEPLANNING, intended for both employed and independently practicing physicians.

Personalized

Needs and circumstances differ from one client to another. No cookie-cutter solution suffices. Planning process includes, but not limited to, the following steps: detailed pertinent information will be gathered and analyzed; unique financial needs and circumstances will be considered; diverse strategies will be constructed and tested rigorously before they have become appropriate for each client. Through an online portal, you are strongly encouraged to participate in each planning step.

Affordable

You may find reasonable and competitive the way HSC Financial Services is compensated. For insurance product sales, we will receive commissions form insurance companies.  For investment advisory services, however, fee will be assessed based on a fixed percentage of the assets under management.  While an hourly rate will apply to a limited financial planning engagement, a fixed, flat fee will apply to a comprehensive financial planning engagement.

HSC Financial Team