Download our free eBook. Watch our Webinar.
The Overflowing Buckets Guide to End Losses to Unnecessary Taxes and Risk.
Download our free E-book
A study of the economics of productive individuals’ lives focused on one question: what do you need to KNOW to succeed financially? A planning program was developed and a high percentage of those who implemented the planning recommendations ultimately achieved financial independence. DOWNLOAD E-BOOK>
Take the Loss Test
The Economic “Loss Test” is a diagnostic tool to assess your current financial structure, identifying opportunities. TAKE THE TEST>
Watch Our Webinar
The “Overflowing Buckets” guide to End Losses to Unnecessary Taxes and Risk. Based on the 50-year Doctors Economic Research Project. WATCH WEBINAR>
Schedule Your Meeting
An initial phone or zoom meeting can be scheduled electronically at no cost and with no obligation. SCHEDULE NOW>
Your current structure is causing you to lose hundreds of thousands of dollars to unnecessary taxes and unnecessary risk.
We are sure we can help you.
For over 30 years, our firm has helped successful physicians, dentists and other productive individuals across the country maximize the efficiency, control, and safety of the conversion of their earnings into spendable savings.
Our eBook and webinar provide insights to our philosophy and the structures we use. But most importantly, an individual consultation is free and requires with no obligation other than a willingness to be educated.
You can electronically schedule your time with us here. We look forward to helping you.
Jeffrey Taxman, MBA
Physicians Financial Services
402.399.8820 (o) | 402.681.9007 (m)
402.397.9510 (f) | [email protected]
Matthew Taub, JD
Physicians Financial Services
402.399.8820 x105 (o) | 531.375.5962 (d)
402.960.2571 (m) | [email protected]
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.
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, [email protected], 402.399.8820 (o), 402.397.9510 (f)