Protect your retirement from Uncle Sam and Wall Street.
Several strategies can grow your money and safeguard it from these twin threats to your financial stability.
Inflation. A hawkish Fed. War in Ukraine. Tensions in Taiwan. Energy cost spikes in Europe. Continued supply chain disruptions. Labor shortages.
Sounds like a new verse of Billy Joel’s “We Didn’t Start the Fire.”
Unfortunately, this is not history or entertainment, but our modern economic landscape.
Who can stomach these ups and downs in the market when it comes to their retirement nest egg?
And if your assets are in a 401k or IRA, you have another threat: the IRS will force you to take required minimum distributions (RMDs), locking in losses in down markets.
Fortunately, there are solutions to the twin threats of Uncle Sam and Wall Street.
Retire Sooner & Increase Your Retirement Income by 60% to 100% (tax-free) Without Saving More or Affecting Your Current Lifestyle.
A 5-Phase Financial Strategy designed to help retirees and near retirees…
✔ Generate the exceptional income returns for you in retirement
✔ Outperform most other investment vehicles
✔ Reduce or eliminate the risk of Wall Street corrections impacting your lifestyle in retirement
✔ Potentially save you thousands in taxes, legally, by using our ‘tax free growth and income strategies’
For over 30 years, our firm has helped successful physicians and dentists across the country maximize the efficiency, control, and safety of the conversion of their earnings into spendable savings.
We have recently expanded our clientele to include the general public that faces similar financial circumstances, looming uncertainties, and financial planning needs.
Click the link below for a free consultation and free financial analysis.
You may schedule your time with us electronically here.
We look forward to visiting with you.
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)