Maximize Your Wealth Accumulation.
Our free eBook will help you stop losing money to unnecessary taxes and risk.
Find out how doctors and other highly successful individuals use priority allocation of their career earnings to maximize savings.
Our free eBook will show you strategies to end losses, mitigate risks, and eliminate unnecessary taxes.
In this eBook, you will learn about:
✔ The “Overflowing Buckets” wealth accumulation formula
Based on the 50-year Doctors Economic Research Project.
✔ There are more tax-deferred accounts than my 401(k) / IRA / HSA
Defined Benefit, Cash Balance, Profit Sharing, and Money Purchase plans allow hundreds of thousands of dollars of tax-deferred contributions.
✔ Leveraged income programs to fund tax-free distributions.
Achieve 200% to 300% more spendable life income for half the cost in half the time.
✔ Eliminate capital gains taxes through special real estate projects
Special tax incentives allow deferral and even forgiveness of capital gains liabilities by investing in real estate.
✔ Save tax on Roth conversions
Avoid required minimum distributions (RMDs) in down markets; pair tax liability with charitable and other structures.
✔ Captive insurance solutions
Insure risks not covered by commercial insurance AND earn a profit.
And much more!
*We do NOT share or sell your information.
We hope you enjoy the insights from our free eBook.
Please note: while used by doctors nationwide, you do NOT need to be a doctor to take advantage of these strategies.
Enter your information above to receive your free copy.
Sincerely,
Jeffrey Taxman, MBA
Principal
Physicians Financial Services
402.399.8820 (o) | 402.681.9007 (m)
402.397.9510 (f) | jtaxman@pfsfa.com
Online: www.pfsfa.com
Matthew Taub, JD
Associate
Physicians Financial Services
402.399.8820 x105 (o) | 531.375.5962 (d)
402.960.2571 (m) | mtaub@pfsfa.com
Online: www.pfsfa.com
Physicians Financial Services specializes in the unique financial needs of doctors and their families, as well as other productive individuals. A national practice, PFS has administrative offices in Omaha, Nebraska.
You Need Not Be a Doctor: we also work with other productive individuals with similar financial needs.
Disclaimer
All information provided by Physicians Financial Services is for information purposes only and is not, and does not constitute or intend to constitute, investment advice or any investment service. Such information also is not and should not be deemed to be an offer to purchase or sell or a solicitation of an offer to purchase or sell, or a recommendation to purchase or sell any securities or other financial instruments. The content in this promotional literature is based on sources that are considered reliable. No guarantee is provided on its accuracy, correctness or completeness either express or implied. The information provided is purely of an indicative nature and is subject to change without notice at any time. The information provided does not confer any rights. The value of your investment may fluctuate. Results achieved in the past are no guarantee of future results. You must make your own independent decisions regarding any securities or other financial instruments mentioned herein. You are advised to seek professional advice as to the suitability or appropriateness of any products and their tax, accounting, legal or regulatory implications.
DOCTORS’ FINANCIAL EDUCATION. Financial Education Series. | © Copyright 2022 Physicians Financial Services. | Jeffrey L. Taxman, MBA, | PFS Consulting LLC | 1810 South 108th St., Omaha, NE 68144, jtaxman@pfsfa.com, 402.399.8820 (o), 402.397.9510 (f)