Welcome to Physicians Financial Services. We are an independent financial services firm based on the findings of the 50-year Doctors Economic Research Project.
We put doctors into structures to maximize the efficiency, control, and safety of the conversion of their earnings to spendable savings. We also work with other productive individuals.
For doctors in the distribution phase of their economic lives, we put them into structures to maximize the efficiency, control, and safety of the conversion of their savings to spending and gifting.
PFS has administrative offices in Omaha, Nebraska and services clients nationwide.
Jeffrey Taxman, MBA is the principal of the firm. Mr. Taxman has educational experiences and professional accomplishments that uniquely qualify him to guide doctors through unique financial services and structures to maximize the efficiency of conversion of their earnings into spendable savings.
Matthew Taub, JD is an associate who joined the firm in 2022. Mr. Taub practiced law for six years and has been helping high net worth clients and businesses for the past eight years. He is originally from New York and now resides in Omaha, Nebraska.
In addition to Mr. Taxman and Mr. Taub, Physicians Financial Services employs administrative assistants who work with our clients.
Please contact us to schedule a free consultation.